Integrated systems play a vital role in the success and efficiency of businesses in numerous ways. This blog discusses the Significance of Integrated Systems for Businesses and how they increase … Significance of Integrated Systems for Businesses Read More » The post Significance of Integrated Systems for Businesses appeared first on ERP Software Blog. The E-Commerce Scalability Problem: Why You Can’t Afford to Wait The Role of ERP & eCommerce Integration in Multi-channel eCommerce Management ERP & eCommerce Integration, a competitive edge for a business  ( 24 min )

Legacy software solutions can cause more and more problems as your organization expands and evolves. On-premise systems like Microsoft Dynamics GP were good options in the past when cloud software … Five Signs it’s Time to Move on from Your On-premise Finance System Read More » The post Five Signs it’s Time to Move on from Your On-premise Finance System appeared first on ERP Software Blog. Top 4 Common Characteristics of Successful ERP Software Implementations New Year Starts With Microsoft Dynamics GP Software Discounts Increase equipment first-time fix rate and keep data secure with DynaRent PowerApps  ( 26 min )

Over the last four years, the logistics of dealing with the global pandemic have accelerated digital transformation and digital adoption. The need to accommodate remote or mobile employees and communicate … Key Statistics on Digital Adoption and How to Make Yours a Success Read More » The post Key Statistics on Digital Adoption and How to Make Yours a Success appeared first on ERP Software Blog. Dynamics ERP On-Premise to Cloud Top Benefits AI, the Cloud, and Digital Adoption Are the Keys to Business Success Now Available Globally: Order Ship Express for Business Central  ( 26 min )

During Tensoft’s most recent customer user conference, I covered a session on new features in Microsoft Dynamics 365 Business Central. Below are some highlights of the features related to multi-company, … What’s New in Microsoft Dynamics 365 Business Central 2023 Wave 2 Read More » The post What’s New in Microsoft Dynamics 365 Business Central 2023 Wave 2 appeared first on ERP Software Blog. How to Create a Test Company Within the Production and Sandbox Environment Webinar: Business Central Add-on Spotlight Series – Nodus, a division of EVO Create A New Item In Dynamics 365 Business Central  ( 25 min )

Shipping is a crucial aspect of any e-commerce business. Whether you’re a small online store or a large enterprise, efficiently managing your shipping operations is key to customer satisfaction and … Streamlining Your Shipping Process: Multi-Carrier Shipping with MetaShip Read More » The post Streamlining Your Shipping Process: Multi-Carrier Shipping with MetaShip appeared first on ERP Software Blog. Scalable Solutions: How Business Central Warehouse Management adapts to growing businesses Everything you need to know about Warehouse Order Picking Methods Top 5 ways to fix a failed ERP Implementation for your Organization  ( 25 min )

As we are aware Business events are used to send messages to third party applications when the active event is triggered. When you set up business events or virtual entities […]  ( 11 min )

Microsoft Sales Copilot – Como crear emails de respuesta Microsoft Sales Copilot En el vídeo de hoy nos adentramos en el universo de Outlook, explorando las potentes funcionalidades que nos […]  ( 11 min )

In this post, I complete my Series on How AI Could Kill Us All. If you missed the first one, click here. January 2024 Across the globe, silo doors opened. […]  ( 10 min )

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced […]  ( 11 min )

When working with Azure Functions, in real-world projects could happen that you need to connect to resources in an Azure virtual network (VNET) from your function app. The easy way […]  ( 11 min )

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced […]  ( 11 min )

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, […]  ( 11 min )

Introducción ¿Te gustaría crear un agente virtual personalizado que pueda responder a las consultas de tus clientes o usuarios de forma rápida y precisa? ¿Quieres aprovechar el poder de la […]  ( 11 min )

In the recent release of Dynamics 365 CRM, a feature called Focused View has been introduced which is the most useful feature for all CRM users. The main purpose of […]  ( 12 min )

Click here to view all Plugins 4 Dummies Videos Installing all tools necessary for creating our very first plugins. Most of these tools are well-known for most, but I cover […]  ( 10 min )

As we are aware Business events are used to send messages to third party applications when the active event is triggered. When you set up business events or virtual entities in a cloud-hosted environment, you might receive the following error … Continue reading →  ( 16 min )

Introduction The Power Platform has revolutionized the way organizations handle data and streamline their workflows. One powerful feature of Power Platform is its ability to import work attachments, allowing users to seamlessly integrate various file types into their business processes. In this article, we will explore the benefits of importing work attachments, provide a step-by-step […] The post How to import worker documents in Dynamics 365 F&O with Power Platform appeared first on Parag Chapre.  ( 9 min )

The choice between Dynamics ATS and iCIMS will depend on your organization's specific requirements, existing software ecosystem, and budget The post Choosing between Dynamics ATS and iCIMS, which one would be your preference? appeared first on Parag Chapre.  ( 9 min )

Selecting an ERP system is table stakes when it comes to ensuring your future success — and, if we’re being realistic, your future survival. It’s incredibly expensive. There are a … What to Consider When Choosing an ERP System Read More » The post What to Consider When Choosing an ERP System appeared first on ERP Software Blog. How to Seamlessly Transfer Data from Excel to Microsoft Dynamics GP The World of Microsoft Dynamics GP Payroll, W-2s and 1099s Want predictive equipment maintenance? Combine IoT with historical data  ( 30 min )

A Certified Microsoft Partner is a trusted advisor that can help businesses leverage Microsoft technologies to achieve their goals. Whether it's migrating to the cloud, deploying a new software solution, … Why Your Business Needs a Certified Microsoft Partner Today Read More » The post Why Your Business Needs a Certified Microsoft Partner Today appeared first on ERP Software Blog. The Number One Decision Smart People Make When Choosing ERP Software (and It Isn’t What You Think) Manufacturers Gain Vision From Breaking Down Silos Upgrade your business with Business Central 2022 Release Wave 1  ( 26 min )

Why I’m joining Microsoft as a Cloud Developer Advocate 🚀 In this video, I explain why I’m joining Microsoft to work as a Cloud Developer Advocate and handing back my […]  ( 10 min )

It was the day of our Welsh Azure User Group #WAUG October 2023 meet up and we had yet another two amazing speakers join us. We were joined by Samuel […]  ( 10 min )

Welsh Azure User Group – October 2023 Event It was the day of our Welsh Azure User Group #WAUG October 2023 meet up and we had yet another two amazing […]  ( 11 min )

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced […]  ( 11 min )

Meet the stars of the Power Apps, AI Builder and Cats Demo! At Community Summit 2023, I presented a session with Mallory Lawhorn called Power Apps, AI Builder and Cats! […]  ( 11 min )

Copilot is Microsoft’s AI-powered assistant, which spans across most of what Microsoft deliver today and in the future. Dynamics 365 Customer Insights – Journeys have had features from Copilot for […]  ( 10 min )

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced […]  ( 11 min )

In this post, I continue my Series on How AI Could Kill Us All. If you missed the first one, click here. January 2024 “Good afternoon, Satyesh,” said Isabella, “How […]  ( 10 min )

This article is part of the series on How To Install Microsoft SQL Server 2022; I do not claim to be an expert on SQL Server and this series is […]  ( 11 min )

Click here to view all Plugins 4 Dummies Videos There are many reasons why code is still very relevant. In this video, I share with you all of my thoughts […]  ( 10 min )

The new insert template dialog box adds features to quickly find and insert the appropriate email template. For the below email record, we have a contact, account, and user type […]  ( 11 min )

Bienvienido “Synapse Link para Dataverse” El Gran Cambio:Si has estado utilizando la funcionalidad de “exportar a Data Lake” dentro de las aplicaciones de Finance and Operations, hay una emocionante transición. […]  ( 11 min )

We are proud to announce that the modern, refreshed look for model-driven apps is now generally available as of 2023 Release Wave 2. Released as part of a preview in February 2023, we’ve made considerable updates and brought a new opt-in toggle for end users. Improvements since February Updated read-only style including re-introducing the lock…  ( 6 min )

[German language podcast] In diesem Podcast geht sprechen wir mit Pascal und Marco Rey y Sander, die beide im Microsoft … Continue reading →  ( 10 min )

As manufacturers grapple with the complexities of modern production processes, the need for efficient scheduling tools becomes paramount. Insight Works is poised to shed light on how the Graphical Scheduler app seamlessly complements Dynamics 365 Business Central in an insightful upcoming webinar. The post Upcoming Webinar: "Business Central and the Power of Visual Scheduling" appeared first on ERP Software Blog. Enhancing Business Central with the free Visual Scheduling App Insight Works Launches Quality Inspector App for Business Central Users Unlocking Seamless Order Fulfillment in Dynamics 365 Business Central  ( 24 min )

One of the most important areas of operations for distribution companies is the warehouse and how it is setup and tweaked as the business grows.  Proper planning is critical to … Best Practices for setting up a Warehouse for the Distribution Industry? Read More » The post Best Practices for setting up a Warehouse for the Distribution Industry? appeared first on ERP Software Blog. New Guide: Microsoft Dynamics 365 Business Central 2020 Release Wave 1 Overview Everything you need to know about Warehouse Order Picking Methods Four Newly Released Business Central Features To Improve Your Team’s Efficiency  ( 25 min )

In an era driven by digital transformation, the professional services industry faces unprecedented challenges and opportunities. Managing projects, resources, and client expectations is no small feat. Fortunately, technology continues to … Unlocking Success with MetaPro: Revolutionizing Professional Services Read More » The post Unlocking Success with MetaPro: Revolutionizing Professional Services appeared first on ERP Software Blog. Top 3 benefits of digital transformation for the professional services 4 Signs that your Government Contractor Business is Outgrowing QuickBooks What is Cloud ERP and What are the Benefits?  ( 25 min )

In this post, I continue my Series on How AI Could Kill Us All. If you missed the first one, click here. January 2024 The White House bunker was buzzing. […]  ( 10 min )

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced […]  ( 11 min )

If you want to updates a single record in an entity using Logic apps, we have two options Use Odata URL directly in the POST method like below PATCH URL/data/SalesOrderPools(PoolId='04',dataAreaId='usmf') […]  ( 11 min )

FULL SHOW NOTES https://podcast.nz365guy.com/492 Ever wondered how an accountant would transition into a tech guru? Meet Steven Chinsky, the director of Dynamics Practice at Accelerant. From his thrilling escapades like […]  ( 11 min )

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced […]  ( 11 min )

In this blog post, we will explore a new feature introduced by Microsoft, which allows us to seamlessly link Notes records directly to Account, Contact, or Case table records from […]  ( 12 min )

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, […]  ( 11 min )

Registrations are open for our next Dynamics 365 / Power Platform event in Birmingham. And this time I am very pleased to announce a very special guest speaker. You can […]  ( 10 min )

Below is what our existing or current Email Template editor looks like (Sales Hub >> Personal Settings >> Email templates) Let us now enable the Enhanced Email Template editor for […]  ( 11 min )

How can we help you? This is for Individuals and Businesses. https://www.linkedin.com/feed/update/urn:li:activity:7120084266700439552/ source  ( 10 min )

Microsoft has changed how the admin user is setup in Dynamics 365 Finance and Supply Chain development virtual machine in order to access the Dynamics 365 development environment after the release of the VHD for version 10.0.24 in LCS. Prior to this version, user just needed to provide a valid domain email in Admin User […] The post Dynamics 365 Finance and Supply Chain: Access development environment appeared first on Impulz Technologies LLC.  ( 5 min )

If you want to updates a single record in an entity using Logic apps, we have two options Use Odata URL directly in the POST method like below Second option is via logic apps connector. It is tricky to understand … Continue reading →  ( 13 min )

Create apps from your data in minutes, with no code required We are excited announce that Copilot for Power Apps is now Generally Available for app makers. Since its initial release earlier this year, more than 126,000 organizations have already started using Copilot across the Power Platform.  ( 7 min )

What’s New for Manufacturers in Dynamics 365 Finance & Operations 2023 Release Wave 2  The 2023 Release Wave 2 plan for Dynamics 365 Finance & Operations includes several key updates that manufacturing companies will find useful, especially if they operate in a project engineer-to-order manufacturing environment and have engineering change management needs. Below are some of the key updates. Note: Even though most customers, commentators, and consultants still call... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced […]  ( 11 min )

Nesse vídeo vamos aprender sobre as limitações do conector do excel e falar um pouco sobre projetos e planejamento. ♐ Adquira meu curso na Udemy e aprenda SharePoint, Power Apps […]  ( 10 min )

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced […]  ( 11 min )

In this post, I continue my Series on How AI Could Kill Us All. If you missed the first one, click here. December 2023 “So how much do you think […]  ( 10 min )

This blog will guide you on how to enable copilot in Power BI Desktop. This will help you create DAX (Data Analysis Expressions) suggestions just by saying what you want […]  ( 12 min )

This article is part of the series on How To Install Microsoft SQL Server 2022; I do not claim to be an expert on SQL Server and this series is […]  ( 11 min )

After a week of Experts Live Australia, it was immediately time to head to Switzerland for the Workplace Ninja Summit 2023 held in Baden, Switzerland. For me this was the […]  ( 10 min )

Frontend Developer Workshop: Day1 Day 1: Introduction to HTML – Introduction to web development and its importance – What is HTML and its basic structure – HTML tags, elements, and […]  ( 10 min )

In this post, I continue my Series on How AI Could Kill Us All. If you missed the first one, click here. November 2023 “Good morning!” said Joe, walking into […]  ( 10 min )

We can define the Custom API’s binding type as Global, Entity, or Entity Collection. In this post, we can see how a Global and Entity binding type Custom API can […]  ( 11 min )

Managing Sales Order Information in GP and Shopify Integration efficiently is crucial for providing excellent customer service. It ensures accurate order fulfillment and as a result, maintains a seamless operation … Managing Sales Order Information in GP and Shopify Integration Read More » The post Managing Sales Order Information in GP and Shopify Integration appeared first on ERP Software Blog. WithoutWire™ Partial Picking – Minimizing the Impact of Changing Sales Orders Is Your eCommerce Store Achieving Budgeted Sales Targets? Managing Inventory & Price Information in GP and Shopify Integration  ( 24 min )

Mail ordering (now online ordering) has changed a lot since the Wells Fargo wagon came to town. Customers today want their items yesterday. Your company may specialize in great products, … 9 Benefits of Transportation Management and Dynamics 365 ERP Read More » The post 9 Benefits of Transportation Management and Dynamics 365 ERP appeared first on ERP Software Blog. TMS: Transportation Management Software for Dynamics 365 Finance & Operations Is cloud-based ERP giving the much-needed boost to the distribution sector? Converting to Electronic Payments: Is It Worth the Investment?  ( 25 min )

Explore Ceridian Dayforce and Microsoft Dynamics 365 for HR, two specialized software solutions designed to streamline and optimize your human resources management. Make informed choices for your HR needs with our in-depth comparison. The post Ceridian Dayforce HCM vs Microsoft Dynamics 365 HR appeared first on Parag Chapre.  ( 9 min )

In this post, I continue my Series on How AI Could Kill Us All. If you missed the first one, click here. September 2023 “I quit,” said Jeff when Yala […]  ( 10 min )

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced […]  ( 11 min )

FULL SHOW NOTES https://podcast.nz365guy.com/491  Are you ready to unravel the mysteries of technological evolution? Join us in this enlightening conversation with Andrew Welch, Chris Huntingford, Ana Demeny, and William Dorrington, […]  ( 11 min )

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced […]  ( 11 min )

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, […]  ( 11 min )

Let us explore the use and functionalities of the UpdateIf() Function using some simple examples. Requirements Suppose, we have created a data table in our canvas app, where we have […]  ( 12 min )

Volume 1: Security Roles Configuration source  ( 10 min )

I have recently been working with a customer with a large (500+ GB dataverse db) production instance and we are attempting to cut this down quite a lot. The natural […]  ( 11 min )

Bluefort, a leading Global Microsoft ISV partner based in Malta, with US operations based in Atlanta, is thrilled to announce its partnership with Queue Associates, Inc, a provider renowned for … Bluefort and Queue Associates Partner Up to Revolutionize Subscription Solutions Across the US Read More » The post Bluefort and Queue Associates Partner Up to Revolutionize Subscription Solutions Across the US appeared first on ERP Software Blog. Want to provide equipment and its status directly to each depot manager and take proper action immediately? How to improve efficiency with crane rental software GPS tracking of your equipment in DynaRent  ( 24 min )

Streamline manufacturing operations with the free Visual Scheduling app for Business Central. Simplify scheduling and boost efficiency. The post Enhancing Business Central with the free Visual Scheduling App appeared first on ERP Software Blog. Insight Works Launches Quality Inspector App for Business Central Users Ditching Homegrown for Business Central's Shop Floor Edge Unveiling Product Configurator v3.8: Next-Level Efficiency for Microsoft Dynamics 365 Business Central  ( 25 min )

Manufacturing companies have long operated on the periphery of the digital world, with a limited reliance on IT infrastructure compared to other industries. This unique position has led to a … Embracing the Cloud: Transforming Manufacturing with Technology Read More » The post Embracing the Cloud: Transforming Manufacturing with Technology appeared first on ERP Software Blog. Are You In The Cloud? Webinar An In-Depth Look at ERP Integration to Supply Chain Vendors 5 Warning Signs it’s Time to Replace Your ERP and Move to the Cloud  ( 26 min )

We are pleased to announce that AGR will be at Directions EMEA Lyon, November 1-2, 2023 Directions EMEA 2023 is for SMB focused Dynamics partners and their employees - where … AGR will be at Directions EMEA 2023 Read More » The post AGR will be at Directions EMEA 2023 appeared first on ERP Software Blog. Join JourneyTEAM's Tech Insider Update Webinar on 8/6 ASPIRE22 Aims to Provide Roadmap, Resources for Digital Journey Top Cloud Benefits  ( 24 min )

Is your company still using outdated legacy systems? Are you maintaining on-premises servers for storing data? Have you not fully embraced the benefits of digital transformation? If the answer is … Why Should Businesses Switch to Microsoft Dynamics 365 from Microsoft Dynamics GP? Read More » The post Why Should Businesses Switch to Microsoft Dynamics 365 from Microsoft Dynamics GP? appeared first on ERP Software Blog. 17 Most Commonly Overlooked Set-Up and On-Going Use Issues in Microsoft Dynamics GP How Will a New Financial System Impact Your Operations and Resources? – Evaluating a New ERP System Checklist Item #1 Nobody Wants to Experience an ACA Audit  ( 26 min )

We are happy to announce public preview of Just-in-Time (JIT) Developer Environments, a smart routing that will be a game-changer for building premium apps with Dataverse. It will assess whether the app you want to build demands more permissions than what your current environment provides. In cases of insufficient permissions, JIT Developer Environments steps in…  ( 6 min )

Elevate HR operations with the seamless fusion of ChatGPT and Power Apps for greater efficiency and intelligence. The post Empowering HR: ChatGPT and Power Apps in Harmony appeared first on Parag Chapre.  ( 11 min )

Docentric expert and huge community enthusiast Sanja Kolundžija will demonstrate bridging the gaps in D365FO document generation and distribution with Docentric Free Edition, a product built on community feedback with heart ❤. You will see in action: ✅ Print destinations as you expect them to […] The post #MySummitNA 2023: Docentric Free Edition – What Can It Do for Your D365FO Projects? appeared first on Docentric AX.  ( 38 min )

Our expert, Albin Lotrič, has gathered the top practical tips and tricks for customizing ER configurations that cannot only help you survive but also thrive in Electronic reporting 🤩. Here's a sneak peek into Albin's survival kit, and what he'll be tackling during his session: […] The post #MySummitNA 2023: Survival Guide for Customizing Electronic Reporting Configurations appeared first on Docentric AX.  ( 38 min )

We are thrilled to return to Community Summit NA, the biggest D365 community event in the world 🌎 . We have the privilege of sharing our commitment to the community through the Docentric Free Edition, and our support to the world-class D365 and Power Platform Community […] The post Meet Us at Community Summit NA 2023 in Charlotte appeared first on Docentric AX.  ( 38 min )

Organizations worldwide have relied on Microsoft Dynamics GP for their accounting processes for many years. However, support for the software will phase out over the next few years. That leaves … White Paper: What's your next best step after Dynamics GP? Read More » The post White Paper: What's your next best step after Dynamics GP? appeared first on ERP Software Blog. When is Azure more effective to access your Data with Microsoft Dynamics 365? 3 key inputs to consider when selecting a new ERP (or staying) We love Dynamics GP - Stay on GP - Follow our new YouTube Channel  ( 25 min )

End-to-End Resource Scheduling in Dynamics 365 Project Operations (Video) This recorded webinar provides an end-to-end overview of how you can schedule resources in Dynamics 365 Project Operations. This overview is useful to project managers, schedulers, team and practice leads, and Dynamics 365 system admins who want to learn to use their Dynamics 365 Project Operations system more efficiently.  We show you all the... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 19 min )

While ERP systems are vital to collecting, organizing, and storing essential data, the ability to analyze, visualize, and extract meaningful insights from that data requires additional tools. For those seeking … 5 Reasons You Should Integrate Your ERP with Power BI Read More » The post 5 Reasons You Should Integrate Your ERP with Power BI appeared first on ERP Software Blog. Custom Tech Solutions for Salesforce with Microsoft Power Platform Join JourneyTEAM's Tech Insider Update Webinar on 8/6 DeFacto Global Named Top-Rated Corporate Performance Management Vendor For 2021  ( 28 min )

Managing Inventory and price Information in GP and Shopify Integration is fast and accurate. These are critical factors for ensuring accurate order fulfillment. Also, it prevents overselling or stockouts and … Managing Inventory & Price Information in GP and Shopify Integration Read More » The post Managing Inventory & Price Information in GP and Shopify Integration appeared first on ERP Software Blog. Syncing of Master Data in Business Central & Magento Integration Why x2x-eCommerce for BC & Shopify Integration?  Inventory Management Strategies for Growing eCommerce Businesses with ERP  ( 24 min )

Dynamic Budgets - Budgeting, Forecasting & Reporting Powerful tools that are easy to use for mid-sized organizations Let's face it, budgeting is most financial analysts' archenemesis. Many organizations are still … Dynamic Budgets showcasing availability for Business Central at Community Summit 2023 Read More » The post Dynamic Budgets showcasing availability for Business Central at Community Summit 2023 appeared first on ERP Software Blog. Business Intelligence for Healthcare Is Forecasting More Important Than Budgeting? Data Warehouse Benefits  ( 24 min )

Federal government contracting can be a lucrative venture for businesses, but it comes with a complex set of rules and regulations. Among these, compliance with the Defense Contract Audit Agency … Leveraging MetaPro for DCAA Compliance in Federal Government Contracting Read More » The post Leveraging MetaPro for DCAA Compliance in Federal Government Contracting appeared first on ERP Software Blog. Top 3 benefits of digital transformation for the professional services 4 Signs that your Government Contractor Business is Outgrowing QuickBooks Le secret pour livrer vos projets dans les délais et budgets entendus : un ERP de gestion par projet pour les services professionnels  ( 25 min )

How to Enter a Journal Entry in Dynamics 365 Business Central In this article we’ll look at the process of how to enter journal entries in Dynamics 365 Business Central. The purpose of entering journal entries is to post transactions directly to the general ledger. Setup To access general journals, navigate to the General Journals window from the drop-down Finance menu. Alternatively, you can enter “general... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

ClickLearn, the leading digital adoption platform for enterprise software users, is ushering in a new era of software training with the introduction of its innovative, AI-driven User Experience Panel (UXP). … AI-powered software training to be unveiled for Microsoft Dynamics at Community Summit 2023 Read More » The post AI-powered software training to be unveiled for Microsoft Dynamics at Community Summit 2023 appeared first on ERP Software Blog. Transforming Manufacturing Efficiency and Innovation: OpenAI's Breakthrough Contribution Ethical Risks of AI in Financial Services Heads Up: Successful Forecasting and Demand Planning with AGR  ( 25 min )

We are happy to announce that as part of the October 2023 release of the on-premises data gateway, we are adding support for NCo 3.1. This means that you can now use the latest version of the SAP Connector for Microsoft .NET to connect to your SAP systems from Power Automate, Power Apps, Power BI, and Azure Logic Apps.  ( 10 min )

With the latest feature in D365 Field Service, you can easily accommodate different work schedules, holidays, and special events in your organization. The post Introducing multiple recurrence support for the work hour calendar in Universal Resource Scheduling (URS) appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

You are not alone if you want to replace your current field service software. We have heard from many teams struggling to get what they need out of the current … Why Dynamics 365 Field Service is an Ideal Replacement for Your Current Software Read More » The post Why Dynamics 365 Field Service is an Ideal Replacement for Your Current Software appeared first on ERP Software Blog. The benefits of effective service planning for rental organizations SaaS, hosted or the cloud? Choosing the best solution for your rental company How to monitor your open tasks easily in DynaRent  ( 26 min )

Did you know that it’s possible to use AI (Artificial Intelligence) to process accounts payable (AP) invoices? Microsoft offers these features under AI Builder. AI technologies, such as machine learning … Can I Use Microsoft AI Builder to Process AP Invoices? Read More » The post Can I Use Microsoft AI Builder to Process AP Invoices? appeared first on ERP Software Blog. Demand Forecasting Revolutionized with AI, Pivot Forecasting and Dynamics 365 ERP SimplyAP - Cloud AP Automation for Business Central Heads Up: Successful Forecasting and Demand Planning with AGR  ( 23 min )

Top 10 Questions to Ask Before Upgrading from Dynamics NAV to Business Central   Q1: Why Should I Upgrade from Dynamics NAV to Business Central? D365 Business Central to Dynamics … Your 10 Biggest Questions About Dynamics NAV Upgrade, Answered Read More » The post Your 10 Biggest Questions About Dynamics NAV Upgrade, Answered appeared first on ERP Software Blog. What to Expect When Upgrading Your ERP Solution Why Should You Upgrade from Dynamics NAV to Dynamics 365 Business Central? Upgrade Checklist: 5 Steps to Take Before Upgrading from Dynamics NAV to Dynamics 365 Business Central  ( 35 min )

An ERP system is crucial to the day-to-day operations of many organizations, which is why selecting the right partner is essential for seamless implementation/migration. Whether you are migrating to Microsoft … 7 Things to Consider When Choosing an ERP Migration Partner Read More » The post 7 Things to Consider When Choosing an ERP Migration Partner appeared first on ERP Software Blog. 3 Powerful ERP Benefits for Industrial Distributors using NAV ERP for Plating, Heat Treating & Finishing Services Microsoft Dynamics GP and Magento Integration by x2x eCommerce  ( 25 min )

In today’s rapidly evolving business landscape, staying competitive and agile is essential for long-term success. This often requires businesses to update their technology and systems to meet the changing demands … Transitioning from Dynamics SL to Business Central: Streamlining Your Business Operations Read More » The post Transitioning from Dynamics SL to Business Central: Streamlining Your Business Operations appeared first on ERP Software Blog. Which Business Central Deployment Option you should choose? Types of data that can be migrated from Dynamics GP to Business Central Seamless Transition: Strategies for Successful Dynamics SL to Business Central Data Migration  ( 25 min )

How to Set Up Asset Leasing in Dynamics 365 Finance & Operations If you’re a system administrator setting up asset leasing in Dynamics 365 Finance & Operations for the first time, you may be looking for some guidance. Below are step-by-step instructions to help you avoid any misconfigurations. It’s important to set up asset leasing correctly in order for the system to work properly. The following steps... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

There are many changes occuring with the latest updates in D365F&O. Few of them, though minor takes our time during troubleshooting. One such challenge was finding Number sequence set up for SmmContactPersonId. Earlier it was present in ‘Sales and Marketing … Continue reading →  ( 12 min )

The healthcare landscape is evolving at an unprecedented pace, with the global healthcare budget projected to reach a staggering $15 trillion USD by 2030. This surge underscores the critical need … Navigating the rising administrative challenges in healthcare Read More » The post Navigating the rising administrative challenges in healthcare appeared first on ERP Software Blog. 6 Ways Dynamics 365 Business Central Helps Manufacturers Effectively Manage User Access and Security with Profiles in Dynamics 365 Business Central 5 Key Financial Benefits of An ERP Solution  ( 24 min )

It’s important to invest in how and where you collect payments. Most ERPs have some limited functionality. There are also many payment processors to choose from for all ERPs, including … What you need to know about payment gateways Read More » The post What you need to know about payment gateways appeared first on ERP Software Blog. B2B vs. B2C eCommerce: What's the difference and why does it matter? 8 Crucial Questions To Ask When Streamlining Your A/R Processes Time to Upgrade Your TMS or Maybe Move to a New Provider ?  ( 25 min )

Media Alert: Ottawa, October 10, 2023 - NMB Solutions Inc., a leader in Transportation Management Systems (TMS), Parcel, and Compliance solutions for Microsoft Dynamics 365, together with Descartes Systems Group, … NMB Integrates Descartes Denied Party Screening Solution with Microsoft Dynamics 365 Read More » The post NMB Integrates Descartes Denied Party Screening Solution with Microsoft Dynamics 365 appeared first on ERP Software Blog. Webinar: How intuition & integration drive revenue & cost analysis with DynaRent in Dynamics 365 for Operations Binary Stream - Did You Know - Weekly Tips - Multi-Entity Management - New Entity Setup Wizard 2017 Binary Stream Product Update - WEBINAR  ( 25 min )

Managing customer information in GP and Shopify Integration effectively is crucial for providing personalized experiences. It also helps build long-term relationships with customers. Consider the following aspects to manage customer … Managing Customer Information in GP and Shopify Integration Read More » The post Managing Customer Information in GP and Shopify Integration appeared first on ERP Software Blog. Consolidate ERP & eCommerce Reporting through Integration Common Pain Points while Integrating ERP & eCommerce Platforms Prominent Features of ERP & eCommerce Integration  ( 24 min )

Dynamics 365 Business Central is a powerful business management solution offered by Microsoft that can be highly beneficial for construction project managers. While it may not be considered the ultimate … Dynamics 365 Business Central: The Ultimate Tool for Construction Project Managers Read More » The post Dynamics 365 Business Central: The Ultimate Tool for Construction Project Managers appeared first on ERP Software Blog. Microsoft Dynamics 365 Business Central: The Best Choice for Manufacturers 6 Best Practices to Planning Successful ERP Implementation How much time does a Business Central implementation take?  ( 24 min )

Avalara is heading to Charlotte, North Carolina, for Community Summit NA, the largest independent gathering of Microsoft business applications users, partners, and ISVs in the world. We can’t wait to … Connect with Avalara at Community Summit NA Read More » The post Connect with Avalara at Community Summit NA appeared first on ERP Software Blog. k-eCommerce: Open for Business (Central) on Microsoft AppSource To upgrade or not to upgrade: the case for moving from NAV to Dynamics 365 Business Central Can your business spend less on sales tax compliance?  ( 24 min )

Visit the post for more.  ( 9 min )

In Dynamics 365 for Finance and Operations you may have encountered filtering data within certain form grid columns is not possible. This limitation often occurs when a column is bound to a display method, which calculates data dynamically as the grid is populated. Additionally, because […] The post Get rid of display methods to make your grids in D365FO forms fully searchable! appeared first on Docentric AX.  ( 40 min )

In Dynamics 365 for Finance and Operations (D365FO) you may have encountered filtering data within certain form grid columns is not possible. This limitation often occurs when a column relies on a display method, which calculates data dynamically as the grid is populated. Additionally, because […] The post X++ Tips & Tricks: Avoid Non-Searchable Grid Columns in D365FO appeared first on Docentric AX.  ( 40 min )

The core of D365FO was always about adding additional data and displaying it to the user in a clear way. The data that is presented on a form can be from a table that is not related to the table that is used as the […] The post X++ Tips and tricks: Show Mixed Editable and Non-Editable Outer Join Fields on a Form in D365FO appeared first on Docentric AX.  ( 42 min )

The setting of the correct time zone for service accounts in Microsoft Dynamics 365 is crucial for accurate business logic execution, particularly when dealing with time-sensitive functionalities like order deadlines. Given your interest in Dynamics 365, eCommerce, and Supply Chain, this topic is indeed pertinent. Hidden within the user accounts in Dynamics 365, you’ll find … Continue reading Setting the correct time zone for service accounts in Microsoft Dynamics 365  ( 11 min )

We are officially one week out from Dynamics Communities Summit North America 2023 conference and looking forward to a great event, here is a listing of my speaking engagements during the conference. Security Overview of D365FO – Academy Monday Oct 16th 8:00 AM – 5:00 PM Location: E212CD D365FO Telemetry Data Overview Tuesday Oct 17th […] The post Dynamics Communities Summit North America 2023 Speaking Activities appeared first on Alex Meyer.  ( 13 min )

We are excited and honored that Gartner has recognized Microsoft as a Leader in their 2023 Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises. This evaluation of Microsoft was based on specific criteria that analyzed our overall Completeness of Vision and Ability to Execute. The post Microsoft is recognized as a Leader in the 2023 Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Upgrading from Dynamics NAV (formerly known as Navision) to Dynamics 365 Business Central can be a complex process, but with careful planning and execution, you can ensure a successful transition. Steps to … Navigating the Upgrade: Steps to Move from Dynamics NAV to Business Central Read More » The post Navigating the Upgrade: Steps to Move from Dynamics NAV to Business Central appeared first on ERP Software Blog. How to Upgrade Dynamics NAV to Business Central in 2023? Role of Cloud ERP Solution for Small Businesses in 2023 Reduce production costs and boost efficiency with Dyn365BC  ( 25 min )

A manufacturing company will migrate from Dynamics AX to Dynamics 365 Finance and Supply Chain Management (F&SCM) when the shift fits the business's end-to-end financial management and long-term strategy. With … How to Migrate Your PLM-ERP Integration with AX to D365 F&SCM Upgrade Read More » The post How to Migrate Your PLM-ERP Integration with AX to D365 F&SCM Upgrade appeared first on ERP Software Blog. Benefits of Migrating from AX to D365 F&SCM for PLM-ERP Integration PLM-ERP Integration for Dynamics 365: A Beginner's Guide to Technical Jargon PLM, PDM, PIM, CAD, MDM: Why Connect Them to the ERP and How Are They Different?  ( 28 min )

When I first heard about this, it was a small, private leadership roundtable with Partners and Microsoft executives before Summit NA. Strictly invite only. Then it blew up. In a … From Private Roundtable to Partner Preconference for Dynamics Partners and Microsoft Executives at Summit NA – Interview with Joe Corigliano Read More » The post From Private Roundtable to Partner Preconference for Dynamics Partners and Microsoft Executives at Summit NA – Interview with Joe Corigliano appeared first on ERP Software Blog. How to get more data with Dynamics and the Cloud? Tis the Season for Supply Chain Optimization in Dynamics 365! Start Collecting Sales Tax In Under 5 minutes in Dynamics 365 Business Central  ( 26 min )

Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. You can find the August 2023 updates here. Modern controls updates in canvas apps We made additional progress in the month of September on the journey to modernize Power Apps with the…  ( 7 min )

Order fulfillment app for Business Central offers unparalleled efficiency and data precision to Microsoft Partners and Business Central End-Users. The post Insight Works Unveils Enhanced Order Fulfillment for Dynamics 365 appeared first on ERP Software Blog. Order Fulfillment Worksheet v1.2: Enhance Order Fulfillment in Business Central with App Update Free Business Central Apps to Fill the Gaps Importance of ERP Software in Manufacturing Industries  ( 25 min )

Insight Works onboards ten new global partners, enhancing their reseller program and extending their reach in the ERP market. The post 10 New Microsoft Partners Join Insight Works in September appeared first on ERP Software Blog. Signature Capture in Business Central: A Comprehensive Guide with Warehouse Insight Insight Works Launches Quality Inspector App for Business Central Users Ditching Homegrown for Business Central's Shop Floor Edge  ( 24 min )

Migrating data from Dynamics GP (Great Plains) to Dynamics 365 Business Central can be a complex process, as the two systems have different data structures and architectures. However, it is possible … Types of data that can be migrated from Dynamics GP to Business Central Read More » The post Types of data that can be migrated from Dynamics GP to Business Central appeared first on ERP Software Blog. Strategies and steps to unlock seamless order fulfillment using Business Central Which Business Central Deployment Option you should choose? Have You Calculated the Cost of Not Switching ERP Systems?  ( 24 min )

Vantree EDI offers a seamless solution for importing and exporting Electronic Data Interchange (EDI) documents within Microsoft Dynamics 365 Business Central. Tailored to specific business needs, this integration ensures deep … Efficient Order Processing with Dynamics 365 Business Central and Vantree EDI Read More » The post Efficient Order Processing with Dynamics 365 Business Central and Vantree EDI appeared first on ERP Software Blog. MetaADCS – Advanced Warehouse Solution for Microsoft Dynamics 365 Business Central How to Choose a Mobile Computer to use with Business Central Choosing the right Inventory Management WMS Supply Chain Platform  ( 26 min )

Job costing is a crucial aspect of financial management for many businesses, especially those involved in project-based work. Microsoft Dynamics 365 Business Central, a robust enterprise resource planning (ERP) solution, … A Step-by-Step Guide: How to Calculate Job Costing in Business Central Read More » The post A Step-by-Step Guide: How to Calculate Job Costing in Business Central appeared first on ERP Software Blog. Mastering Financial Management with Microsoft Business Central How effectively you can defer revenue and expenses in Business Central? How much time does a Business Central implementation take?  ( 25 min )

While working on multiple projects or environments, we will always have various windows left open . Rather than checking the Address bar every time , if we have some extension which highlights the environment name in the active window, that … Continue reading →  ( 12 min )

Being a technical, my SSMS window will have multiple active connections , thus at times it will be perplexful to identify the correct environment. I found the below solution long back , but thought of sharing to the community which … Continue reading →  ( 12 min )

Streamline Your order fulfillment process with the Order Fulfillment Worksheet app from Insight Works. The post Order Fulfillment Worksheet v1.2: Enhance Order Fulfillment in Business Central with App Update appeared first on ERP Software Blog. Free Business Central Apps to Fill the Gaps Quality Control in Inventory and Manufacturing Using Dynamics 365 Business Central Unveiling Product Configurator v3.8: Next-Level Efficiency for Microsoft Dynamics 365 Business Central  ( 25 min )

The expanded ability of Dynamics GP to connect to a shared Microsoft 365 (Exchange online) mailbox with Multi-Factor Authentication (MFA) for the Sales and Purchasing series, is one of many newly updated features found in the NEW Dynamics GP 18.6. (GP 2024) The post Enhancing Efficiency and Security with an Up-to-Date Dynamics GP in 2024 appeared first on ERP Software Blog. Dynamics GP Year-End Closing Procedures Updated forecast for the Dynamics GP 18.6 (GP 2024) release from Microsoft February GP Webinar – What’s New in Dynamics GP 18.5 (GP 2023)  ( 26 min )

In the ever-evolving landscape of software and Enterprise Resource Planning (ERP) technology, it can be tough to keep up with key terms and definitions — especially if you're just getting … Distributors, Know Your Basic ERP Lingo Read More » The post Distributors, Know Your Basic ERP Lingo appeared first on ERP Software Blog. Overcome ERP Time Wasters with Cavallo and Microsoft Dynamics The Benefits and Limitations to Using Parse JSON | Power Automate and Dynamics 365 Business Central Improve Order Processing for Dynamics 365 Business Central  ( 25 min )

For customers already running an on-premise implementation of Microsoft Dynamics GP, the issue of whether to move to the cloud is no longer a real option – the question is … Microsoft Dynamics GP: Is the Cloud Easier Than You Think? Read More » The post Microsoft Dynamics GP: Is the Cloud Easier Than You Think? appeared first on ERP Software Blog. Microsoft Dynamics GP can help you rest easy—even on vacation! How Microsoft Dynamics GP Can Make A Difference In 2018 How can Microsoft Dynamics GP enable a better data platform?  ( 24 min )

3 New Features for Sales Teams in Dynamics 365 CRM Wave 2 Release 2023 Microsoft has just released new updates to Dynamics 365 CRM in the 2023 Release Wave 2 and has new capabilities featuring Microsoft’s newest AI tool: Microsoft Copilot. In this blog I will be sharing 3 new features about lead assignment capabilities, AI-driven sales insights, and collaboration features in Microsoft Teams. With this release, sales teams... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Lets start the week with next part of inventory valuation in MS Dynamics 365 finance and operations Welcome to part 2 of our exploration into Inventory Valuation within Microsoft Dynamics 365 Finance and Operations. In this video installment, I’ve endeavored to elucidate the weighted average valuation method in D365, delving into the following key concepts: […]  ( 9 min )

Inventory management and valuation represent the most pivotal aspect of any implementation, and it encompasses numerous facets. These include Inventory transactions, Financial posting, Reconciliation, comprehending postings, and configuring the correct attributes for inventory. Many consultants, including myself, have encountered challenges in this area. Therefore, I’ve decided to share my experiences through this video series. To […]  ( 9 min )

Lets start the week with next part of inventory valuation in MS Dynamics 365 finance and operations Welcome to part 2 of our exploration into Inventory Valuation within Microsoft Dynamics 365 Finance and Operations. In this video installment, I’ve endeavored to elucidate the weighted average valuation method in D365, delving into the following key concepts: […]  ( 9 min )

Inventory management and valuation represent the most pivotal aspect of any implementation, and it encompasses numerous facets. These include Inventory transactions, Financial posting, Reconciliation, comprehending postings, and configuring the correct attributes for inventory. Many consultants, including myself, have encountered challenges in this area. Therefore, I’ve decided to share my experiences through this video series. To […]  ( 9 min )

Dynamics 365 Commerce is thrilled to announce the preview of ‘Commerce Copilot’. The post Announcing Commerce Copilot in Site Builder  appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

AI is ready for work—the question is: What will your business do with it? Join us at the Microsoft Business Applications Launch Event on October 25 and explore how to create an AI-powered business that helps people and teams be more productive, solve problems faster than ever, and focus more energy on building revenue. The post Discover new AI for Microsoft Dynamics 365 at our tenth Business Applications Launch Event appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

How to Set Up Analysis View for Detailed Reports in Dynamics 365 Business Central The Analysis View tool in Dynamics 365 Business Central can help users get detailed reports on dimensions. Typically, in reports such as trial balance and aged reports, we only have the option to filter based on a single dimension value, and it will not show the numbers based on all the dimension values. This article... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

As industries seek to adapt to the rapid shifts in manufacturing, the importance of reliable MES solutions has never been clearer. Insight Works is set to introduce manufacturers to the benefits of integrating Dynamics 365 Business Central with Shop Floor Insight in an upcoming webinar. The post MES for Dynamics 365 Business Central: Webinar Announced appeared first on ERP Software Blog. Ditching Homegrown for Business Central's Shop Floor Edge 10 Strong Reasons to Partner with One ISV for Business Central Revolutionizing Production Scheduling: Unveiling MxAPS 4.7 for Business Central  ( 24 min )

If you're navigating the digital transformation landscape, you've undoubtedly encountered the Dynamics 365 Application suite. But with its diverse range of applications, how do you select the one that aligns … How to Choose the Best Dynamics 365 Application for Your Business Read More » The post How to Choose the Best Dynamics 365 Application for Your Business appeared first on ERP Software Blog. How to use Job Cost Accounting Software to Determine Which Projects Are Really Profitable Managing Your Growth with Microsoft Dynamics GP, Binary Stream, SalesPad, and AZOX Collections Management for Microsoft Dynamics GP Transitions Back to Independent Software Vendor (ISV)  ( 27 min )

Any manufacturing business knows how vital it is to have a proper system for controlling product data. However, if you are using Dynamics AX, you have limited ability to control … Benefits of Migrating from AX to D365 F&SCM for PLM-ERP Integration Read More » The post Benefits of Migrating from AX to D365 F&SCM for PLM-ERP Integration appeared first on ERP Software Blog. How Do I Ensure Data Quality During PLM-ERP Integration for D365 ERP? Key Features of To-Increase’s PLM-ERP Integration for Dynamics 365 ERP 9 Semiconductor and Electronics Manufacturing Challenges Solved By PLM-ERP Integration  ( 27 min )

Enterprise Resource Planning (ERP) systems have reshaped the very contours of business operations. As monumental software architectures, they stitch together disparate business processes into a coherent, integrated whole. In this … The Advantages of Specialized ERP Developers Read More » The post The Advantages of Specialized ERP Developers appeared first on ERP Software Blog. The Important Business Function Your ERP System CAN'T Do In the Field with Microsoft Dynamics ERP RapidStart Services – First Impressions Move from reactive to predictive maintenance and service with the Internet of Things  ( 26 min )

Unveiling Product Configurator v3.8: Next-Level Efficiency for Microsoft Dynamics 365 Business Central The post Unveiling Product Configurator v3.8: Next-Level Efficiency for Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog. Now Available Globally: Order Ship Express for Business Central Free Business Central Apps to Fill the Gaps Unlock Enhanced Order Fulfillment Capabilities in Dynamics 365 Business Central  ( 24 min )

At iCepts Technology Group, Inc. we pride ourselves on connecting our clients with top-tier solutions that enhance their operations. That's why we're excited to introduce the Enhanced Planning Pack by … Optimize Microsoft Business Central Operations with the Enhanced Planning Pack Read More » The post Optimize Microsoft Business Central Operations with the Enhanced Planning Pack appeared first on ERP Software Blog. White Paper-How Technology can help Your Distribution Operations Top 5 Microsoft Business Central Features Introducing Cycle Count Scheduler for Business Central  ( 24 min )

In today’s digital era, the landscape of financial management is undergoing a transformative evolution. Small and medium-sized enterprises (SMEs), often challenged by limited resources and intricate financial operations, now have … Mastering Financial Management with Microsoft Business Central Read More » The post Mastering Financial Management with Microsoft Business Central appeared first on ERP Software Blog. How effectively you can defer revenue and expenses in Business Central? Three ERP Implementation Tips for SMB Manufacturers Power BI: How your team can improve sales & revenue with Business Intelligence  ( 25 min )

Here is the code to select contac information or addresses purposes (roles):         CustTable custTable = CustTable::find('12345');         LogisticsPostalAddress logisticsPostalAddress = custTable.postalAddress();         DirPartyLocationRole entityLocationRole;         container                   roleRecIds, roleNames, roleTranslationRecIds;         LogisticsLocationRole       locationRole;         LogisticsLocationRoleTranslation locationRoleTransl;         DirPartyLocation            dirPartyLocation;         // Addresses         info(strFmt("Address: %1", logisticsPostalAddress.Address));         select dirPartyLocation             where dirPartyLocation.Location == logisticsPostalAddress.Location             && dirPartyLocation.Party == custTable.Party;         info('Addre…  ( 1 min )

HTTP request trigger is a frequently used functionality that helps customers integrate Power Automate with other systems. This allows a flow to be started based on an HTTP call. Today, we are introducing OAuth support for HTTP request triggers for deeper control on what applications and users can invoke such automations.  ( 8 min )

Explore the transformative capabilities of Shop Floor Insight for Business Central, offering an edge over homegrown manufacturing systems. The post Ditching Homegrown for Business Central's Shop Floor Edge appeared first on ERP Software Blog. Quote Generation with Product Configurator for Business Central Revolutionizing Production Scheduling: Unveiling MxAPS 4.7 for Business Central Enhanced Planning Pack for Dynamics 365 Business Central  ( 25 min )

When it comes to managing assets and cash flow, understanding the nuances between operating leases and finance leases is crucial for businesses of all sizes. In this blog post, we'll … Operating leases vs. finance Leases | key differences and how to choose Read More » The post Operating leases vs. finance Leases | key differences and how to choose appeared first on ERP Software Blog. Want predictive equipment maintenance? Combine IoT with historical data Future-facing Equipment Service Management: Managing Delayed Maintenance with DynaRent For Microsoft Dynamics What do you need to gain complete control of how you manage equipment rental projects?  ( 24 min )

Product information handling is an essential part of any integration. Managing Product Information between Microsoft Dynamics GP and Shopify Integration is also an important task to achieve desired results. This … Managing Product Information in GP and Shopify Integration Read More » The post Managing Product Information in GP and Shopify Integration appeared first on ERP Software Blog. Seven eCommerce Strategies to K.O. the Competition Future trends in ERP & eCommerce Integrations Significance of Dynamics GP & Shopify Integration  ( 24 min )

The more efficiently you can manage your financial processes, the better positioned your organization will be for success. One way to significantly boost productivity and save valuable time is by … AP Automation Features in Dynamics 365 Finance Read More » The post AP Automation Features in Dynamics 365 Finance appeared first on ERP Software Blog. Manage Multiple Revenue Streams and Invoices for Rental in Dynamics 365 How Do I Ensure Data Quality During PLM-ERP Integration for D365 ERP? Top 6 Aerospace Manufacturing Challenges Solved by PLM-ERP Integration  ( 25 min )

Many businesses rely on the convenience of credit cards to handle B2B payments, and the trend is on the rise. However, the business accepting the credit card often feels the … Optimize Your B2B Credit Card Processing Spend in Dynamics 365 Business Central Read More » The post Optimize Your B2B Credit Card Processing Spend in Dynamics 365 Business Central appeared first on ERP Software Blog. How are AP and AR the 2 Sides of The Same Coin? 6 Myths About Digital Solutions Using Business Central for Trade Desks and Counter Sales  ( 26 min )

One question I get quite often in D365FO revolves around the ability to capture when a record is read or viewed within D365FO. The ‘read auditing’ feature is standard in other Dynamics 365 offerings but does not exist natively in D365FO, so what can we use to achieve this outcome? One possible solution is to […] The post Using Telemetry Data for Read Auditing in D365FO appeared first on Alex Meyer.  ( 15 min )

Earlier this year we announced the exciting milestone of 1000 certified connectors that serve as building blocks for low-code development enabling developers to build richer apps and workflows. A huge note of thanks goes to our community of developers, partners, and publishers for this accomplishment. Today’s announcement is how we take this story forward.…  ( 8 min )

As we kick off the second edition of the Microsoft Power Platform Conference (MPPC), we’re excited to share a raft of Microsoft Power Apps advancements across AI, governance, and modern UX.  ( 9 min )

We are excited to share that tenant-level Global and Power Platform Administrators can now enable their app makers by creating Developer environments on makers’ behalf. This new capability gives your admin the right balance between control and maker empowerment. These developer environments enable your makers to build using premium capabilities like Dataverse, premium connectors and…  ( 6 min )

Delegated deployments (preview) for pipelines in Power Platform empowers makers to deploy their business solutions without needing elevated permissions in target environments (like production). Admins can rest assure their production data and application assets are protected and compliant with organizational least privileged access policies.  ( 6 min )

In the Dynamics 365 eCommerce project we where implementing a pricing logic that was quite complex and required many steps to calculate a price. The prices are unique for each customer, product, and other aspects, and the prices had to be calculated each time and in real-time. But calculating prices are a time- and compute … Continue reading Dynamics 365 CSU – Cache is king  ( 11 min )

Visit the post for more.  ( 9 min )

Customers can take up to four service updates per year and are required to take a minimum of two service updates per year. Customers can choose to pause one update at a time. Pausing a service update can apply to … Continue reading →  ( 12 min )

Find out what happened when a company’s Dynamics GP system had become weighed down with lapsed third-party tools, undocumented customizations, a bird’s nest of haphazard configurations, and a poorly designed … ERP Horror Stories: Saving a Business Paralyzed by a Neglected Dynamics GP System Read More » The post ERP Horror Stories: Saving a Business Paralyzed by a Neglected Dynamics GP System appeared first on ERP Software Blog. 10 Tips and Tricks for Using SQL Server Reporting Services (SSRS) - Part 3 17 Most Commonly Overlooked Set-Up and On-Going Use Issues in Microsoft Dynamics GP How Will a New Financial System Impact Your Operations and Resources? – Evaluating a New ERP System Checklist Item #1  ( 24 min )

With the invaluable support of our resellers, Insight Works has earned a spot on Canada's Top Growing Companies 2023 list. Thank you for making this possible. The post Insight Works Secures Spot in Canada's Top Growing 2023 List appeared first on ERP Software Blog. How to Choose a Mobile Computer to use with Business Central Quality Control in Inventory and Manufacturing Using Dynamics 365 Business Central Signature Capture in Business Central: A Comprehensive Guide with Warehouse Insight  ( 24 min )

Welcome to a world where eCommerce reigns supreme, and customer satisfaction is the ultimate currency. The world of eCommerce is rapidly evolving, with no signs of slowing down. In fact, … 18 Proven Strategies for Unforgettable Customer Experiences Read More » The post 18 Proven Strategies for Unforgettable Customer Experiences appeared first on ERP Software Blog. Four Pillars of a Solid eCommerce Customer Experience Unified View of Information through ERP & eCommerce Integration PCI Compliance (The Easy Way)  ( 29 min )

ERP systems such as Dynamics 365 Business Central serve as the backbone of many integral business processes and are critical to the day-to-day functioning of many organizations. Therefore, ensuring that … Dynamics 365 Business Central Security Read More » The post Dynamics 365 Business Central Security appeared first on ERP Software Blog. How businesses can take benefit of Business Central Security? WebSan Solutions Inc. recognized as the winner of 2021 Microsoft Dynamics 365 Business Central Partner of the Year Bam Boom Cloud - 2021 Microsoft Partner of the Year Finalist  ( 25 min )

As we know, as part of a touchless Accounts payable invoicing process, an imported invoice can automatically be submitted to the workflow system.Once it is submitted to workflow you can configure series of process automation jobs to match product receipts to the invoice and Post the invoice. As part of this process, you can specify […]  ( 11 min )

In an age defined by single-click purchases, instant deliveries, and personalized experiences, customer expectations continue to rise, and frontline technicians are expected to meet these ever-changing demands. When a customer has a problem, they want it fixed fast and right the first time. The post Unlocking customer value with Microsoft Dynamics 365 Field Service through connected services appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Dynamics GP October 2023 Release The release of Dynamics GP version 18.6 is just around the corner. Here is a sneak peak of some exciting new features to watch out for. This release is especially exciting because all of the usability improvements came from customers. Customers have the ability to share ideas and vote for future ideas in the suggestion... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Automating repetitive tasks not only saves time but also minimizes human error, allowing employees to focus on more strategic initiatives. Read the full article to learn how to leverage Office … Read More » The post appeared first on ERP Software Blog. Invoice Automation for Microsoft Dynamics GP Boost Efficiency with AP Automation The Flexibility and Many Uses of DynamicPoint’s Office 365 Portal Applications  ( 23 min )

In Part 1 of this post, we discussed the importance of demand forecasting and its benefits. We also highlighted five trends that will undoubtedly affect your supply chain operations in … Pivot Forecasting® Enhances Demand Forecasting with Dynamics 365 ERP Part 2 Read More » The post Pivot Forecasting® Enhances Demand Forecasting with Dynamics 365 ERP Part 2 appeared first on ERP Software Blog. How Microsoft Dynamics 365 Business Central can transform Your Manufacturing Business? Demand Forecasting Revolutionized with AI, Pivot Forecasting and Dynamics 365 ERP Manage the Supply Chain for eCommerce Businesses with ERP-eCommerce Integration  ( 26 min )

Selecting an ERP System is no small decision. As businesses aim for more efficient operations, there is a growing demand for enterprise resource planning ERP System software to optimize processes … How to Choose the Right ERP System? Read More » The post How to Choose the Right ERP System? appeared first on ERP Software Blog. How Will a New Financial System Impact Your Operations and Resources? – Evaluating a New ERP System Checklist Item #1 Getting More Out of GP During the Pandemic and Beyond To-Increase Continues to Expand Footprint in Microsoft’s Dataverse With a New Data Quality Solution  ( 25 min )

The world of retail has undergone a significant transformation in recent years, and point-of-sale (POS) systems have evolved along with it. Traditional cash registers and legacy POS systems are increasingly … LS Central vs. Traditional POS Systems: Why Make the Switch? Read More » The post LS Central vs. Traditional POS Systems: Why Make the Switch? appeared first on ERP Software Blog. Centralized POS and Retail Management Software to control your entire business with LS Central Unlocking success: How LS Central can revolutionize your store’s sales performance How to improve the efficiency of your purchase requisition workflow?  ( 25 min )

In today's dynamic business landscape, the significance of robust financial reporting cannot be overstated. It acts as a formidable defense against setbacks and plays a pivotal role in driving business … How Microsoft Dynamics helps enable Successful financial Audits? Read More » The post How Microsoft Dynamics helps enable Successful financial Audits? appeared first on ERP Software Blog. How does Microsoft Dynamics reporting of data offer Accountability Today? Join Us At Dynamic Communities Summit - Booth 800 How to Seamlessly Transfer Data from Excel to Microsoft Dynamics GP  ( 24 min )

Power Automate for desktop comes with new additions in 2023 September’s release, including the introduction of new SharePoint actions, a new action on work queues, as well as three brand new connectors.  ( 8 min )

The Power Platform also offers significant customization opportunities in Field Service Mobile. The post Working With Field Service Mobile Customizations  appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Are you using Microsoft Dynamics NAV and considering upgrading to Microsoft Dynamics 365 Business Central (BC)? No doubt the word "Navision" has come up, especially when talking with those who … How Navision Became Microsoft Dynamics 365 Business Central Read More » The post How Navision Became Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog. Microsoft Dynamics 365 Business Central 2021 Release Wave 1 Plan Has Arrived Why We Care So Much About Microsoft Dynamics 365 Business Central / NAV User Training Reasons to Choose ERP Solution for Pharmaceutical Manufacturing  ( 26 min )

In the fast-paced world of warehouse management, inventory accuracy is paramount. Accurate inventory levels ensure that you meet customer demands efficiently and maintain a competitive edge. One approach to achieve … Reducing Warehouse Disruptions with Cycle Counting: Strategies for Success Read More » The post Reducing Warehouse Disruptions with Cycle Counting: Strategies for Success appeared first on ERP Software Blog. Scalable Solutions: How Business Central Warehouse Management adapts to growing businesses Exploring Advanced Warehouse Management Features in Dynamics NAV Streamlining Manufacturing Operations with Production Planning and Control in Business Central  ( 24 min )

Chemical processing stands out as a unique and highly regulated industry. Its significance extends beyond our daily lives, impacting the environment and the economy. Despite the many challenges of environmental … 7 Benefits of Industry-Specific Software for Chemical Manufacturers using Dynamics 365 Business Central Read More » The post 7 Benefits of Industry-Specific Software for Chemical Manufacturers using Dynamics 365 Business Central appeared first on ERP Software Blog. Dynamics 365 Business Central and Industry-Tailored Functionality 3 Ways Mobile Field Service Software Helps Organizations Achieve Operational Excellence What industry newbies can learn from “The State of Dynamics 365 Business Central and Manufacturing Report”  ( 26 min )

When most people think of automation, they think of greater efficiency — and to be sure, that’s one of the biggest reasons to automate time- and resource-intensive processes. But these … Using integrated automation tools in Dynamics 365 to ease pain points Read More » The post Using integrated automation tools in Dynamics 365 to ease pain points appeared first on ERP Software Blog. How to prepare your rental company for a cyberattack in four steps DynaRent and the Internet of Things: ideal for Equipment-driven businesses Can your business spend less on sales tax compliance?  ( 23 min )

We are exciting to announce 📢 Docentric version 3.4.7 is out! With the cool new features you asked for, most of them being part of Free Edition ❤. Feature No. 1 in this release is 🔥 Print management utilities that will improve, we believe, user […] The post Docentric AX 3.4.7 Released appeared first on Docentric AX.  ( 38 min )

[German lanugage podcast] Nach der Sommerpause haben wir gleich zwei großartige Leute von thyssen krupp material services zu Gast, nämlich … Continue reading →  ( 10 min )

The October release of Dynamics 365 Customer Service features a more intuitive, streamlined, and efficient outbound dialing experience. The post Try the new outbound dialing experience in Dynamics 365 Customer Service  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Binary Stream is delighted to announce our participation as gold sponsors at this year's highly anticipated Community Summit North America 2023. The event takes place in Charlotte, North Carolina and … Binary Stream attends Community Summit NA 2023 as gold sponsors Read More » The post Binary Stream attends Community Summit NA 2023 as gold sponsors appeared first on ERP Software Blog. The Solution for Care Facilities on Dynamics GP - WEBINAR PLATFORM EXCLUSIVE - Subscription Billing for Dynamics NAV Handles ASC 606 Stop the Spreadsheets Madness with Binary Stream! - WEBINAR  ( 24 min )

Microsoft Dynamics 365 Business Central provides accessible and efficient financial management tools, helping your accounting team to streamline operations and access critical financial insights. It offers a user-friendly interface that … 5 Financial Management Tools for Dynamics 365 Business Central To Help You Take Control of Complex Accounting Processes Read More » The post 5 Financial Management Tools for Dynamics 365 Business Central To Help You Take Control of Complex Accounting Processes appeared first on ERP Software Blog. Insight Works Set to Make a Splash at This Year’s Directions North America Dynamics 365 BC Payroll: Best Practices for Set-Up Will Your Payroll System Withstand the Pace of Change?  ( 26 min )

Manufacturers in regulated industries face stringent regulations, with compliance often being a matter of significant consequence. These regulations are not just bureaucratic hurdles; they're designed to ensure safety, quality, and … ERP Horror Stories: How a Manufacturer Failed an FDA Audit and Lost $600M in Valuation in a Day Read More » The post ERP Horror Stories: How a Manufacturer Failed an FDA Audit and Lost $600M in Valuation in a Day appeared first on ERP Software Blog. How mobility, IoT, and ERP can connect crane operators with back-office planning and management Stoneridge Software Releases Expense Reporting Integration to Dynamics 365 on Microsoft AppSource WEBCAST: Project Accounting in Dynamics 365 and Dynamics NAV  ( 24 min )

Custom Development and Extending Integration Solutions are crucial in the selection of integration between ERP & eCommerce. The rapidly changing business landscape requires the constant scalability of apps and integrations … Custom Development and Extending Integration Read More » The post Custom Development and Extending Integration appeared first on ERP Software Blog. The E-Commerce Scalability Problem: Why You Can’t Afford to Wait ERP & eCommerce Integration, a competitive edge for a business Considerations for ERP and POS Integration  ( 24 min )

You've made a smart investment in Microsoft Dynamics 365 Business Central to boost efficiency, enhance visibility, and eliminate costly errors. However, to truly maximize your ERP system's potential, integrating Electronic … Vantree’s EDI & API Automation Solution for Microsoft Dynamics 365 Business Central Read More » The post Vantree’s EDI & API Automation Solution for Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog. How a WMS manage the cold chain for food safety and quality Tis the Season for Supply Chain Optimization in Dynamics 365!  6 Tips for using Dynamics 365 to Meet Supply Chain Challenges in 2023  ( 27 min )

In the ever-changing world of transportation and logistics, ensuring on-time performance and cost-effectiveness is crucial. Shipping products to customers promptly and efficiently can make or break a business. Despite their … 9 Benefits of Managed Transportation Services in Dynamics 365 ERP Read More » The post 9 Benefits of Managed Transportation Services in Dynamics 365 ERP appeared first on ERP Software Blog. Time to Upgrade Your TMS or Maybe Move to a New Provider ? Dynamics 365 Partner Provides a Detailed Analysis of Your Current Transportation Management System Choosing the right Inventory Management WMS Supply Chain Platform  ( 26 min )

How to Create Vendors in Dynamics 365 Business Central Vendor cards in Dynamics 365 Business Central hold all the unique characteristics of the vendor. You can set up new vendors using the vendor card and streamline your process by creating vendor templates. The vendor card is commonly known as the vendor master in other systems. The vendor card home page stores the vendor’s detailed... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

The new “Automate work” button in Excel Online, powered by Power Automate, has made it easier than ever to automate tasks and run processes efficiently from anywhere. This feature extends the capabilities of Power Automate by providing access to pre-built templates and allowing users to build workflows quickly and easily within Excel Online. This button replaces the “Automate a Task” button in Excel Online. Previously, the “Automate a Task” button only allowed users to select templates for Office Scripts, which would then take them to the Power Automate portal to build a flow. But now, with just a few clicks, you can automate repetitive tasks, reduce errors, and boost productivity, all without ever leaving Excel!  ( 9 min )

In today's turbulent economic times, companies are facing critical business challenges such as customer acquisition, increasing customer loyalty, and maximizing lifetime value. Often, to save time, they follow a one-size-fits-all approach—resulting in impersonal marketing strategies with low customer engagement. The post Microsoft is named a Leader in 2023 Gartner® Magic Quadrant™ for B2B Marketing Automation Platform appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

We understand that transitioning to a new ERP solution can be overwhelming. So, we have highlighted the most compelling reasons to move to Dynamics 365 Business Central from Dynamics GP: … Top 10 Benefits of Migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central Read More » The post Top 10 Benefits of Migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog. Overcoming Challenges to Integration Recurring Journal Entries in Microsoft Dynamics 365 Business Central How to View All Table Data in Microsoft Dynamics 365 Business Central  ( 25 min )

We are announcing the public preview of two new custom connector enhancements including service principal authentication support as well as the ability to use environment variables in policies.  ( 6 min )

I noticed that some developers believe that Query* classes can’t be used to query temporary tables. It is possible; it just requires an extra step that isn’t needed with regular tables. When working with temporary tables, each buffer (variable) of the same table can refer to a different set of temporary data. Therefore using the ... Continue reading ‘Query/QueryRun with temporary tables (AX/F&O)’ »  ( 5 min )

For a while now, Microsoft has been offering a service for process mining and task mining. In Power Automate there is a Process Mining tool embedded. Process mining can help with e.g. finding bottlenecks or errors in processes or making measured decisions on what tasks could be automated. While I have my main focus on […] The post The F&O Twist on Power Automate Process Mining – Getting Started appeared first on Dynamicspedia.  ( 15 min )

Tech ethics and privacy become significant in today's digital age. They encompass a wide range of considerations related to the responsible use of technology and the protection of individual's privacy … Tech Ethics and Privacy Read More » The post Tech Ethics and Privacy appeared first on ERP Software Blog. Get Connected from Front to Back Office with Scribe US IFRS Reform Pushed Back to Mid 2013 Reconciliation Hazards to Avoid  ( 24 min )

Did you miss TrinSoft's recent webinar featuring Power BI and TrinDocs? Now you can watch it at your own convenience. Did you know that less than half of SMBs use … On-Demand Webinar: Using Data to Drive SMB Growth and Scale? Power BI Makes It Easy! Read More » The post On-Demand Webinar: Using Data to Drive SMB Growth and Scale? Power BI Makes It Easy! appeared first on ERP Software Blog. Automate Repetitive Desktop Tasks with Power Automate Desktop Webinar: Power BI Hidden Gems Connectors Help ISV Solutions Thrive in The Microsoft Ecosystem  ( 24 min )

Multicurrency in Dynamics GP There are a lot of things to think about when doing Multicurrency in Dynamics GP.  During these recorded webinars, find out how to setup multicurrency in GP, how to setup revaluations, currency, and rates, and about balancing at month end. Multicurrency Usage and Advanced Revaluations In this recorded webinar below, find out how to use... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )

In the world of manufacturing, efficient production planning and control (PPC) are the keys to success. Whether running a small-scale operation or managing a large manufacturing facility, implementing best practices … Mastering the Art of Manufacturing: Best Practices for Production Planning and Control Read More » The post Mastering the Art of Manufacturing: Best Practices for Production Planning and Control appeared first on ERP Software Blog. Streamlining Manufacturing Operations with Production Planning and Control in Business Central Role of Cloud ERP Solution for Small Businesses in 2023 Enhancing Quality and Compliance with Lot Traceability in Business Central for Manufacturing  ( 24 min )

Many businesses are still reliant on spreadsheets, snapshots, and individuals’ knowledge, when there is a better option out there. One that can enable your planners, buyers, and the rest of … Heads Up: Successful Forecasting and Demand Planning with AGR Read More » The post Heads Up: Successful Forecasting and Demand Planning with AGR appeared first on ERP Software Blog. How you can Improve Workflow Efficiency in your Warehouse? Webinar: Benefits of Rental Business Intelligence Solution The Product-as-a-Service advantage — a potential game-changer for equipment manufacturers  ( 25 min )

Imagine operating a manufacturing plant powered by ERP Solutions for Manufacturing. Every component works in perfect harmony: your inventory remains consistently stocked, your supply chain operates with the precision of … Top 15 ERP Solutions for Manufacturing Industry Read More » The post Top 15 ERP Solutions for Manufacturing Industry appeared first on ERP Software Blog. Webcast on Microsoft Dynamics GP Reporting Options Interested in Cloud Computing?: Get Your Answers at Explore Microsoft Business Cloud! The Benefits of Using a Time & Expense Management System  ( 30 min )

Are you passionate about Dynamics365 and PowerPlatform? Want to be up to date with the latest news on these technologies? When faced with a challenge, you love to discuss the possible solution with fellow professionals and experts? Or you just enjoy exchanging ideas, knowledge, and […] The post NT Conference 2023: Let’s grow Dynamics 365 and Power Platform Community at Home! ❤ appeared first on Docentric AX.  ( 38 min )

We are proud to support the NT Conference, the largest tech-business event in Slovenia and the whole region, as sponsors, speakers, and attendees. NT Conference provides a great opportunity for learning, networking and the exchange of innovative ideas. And we'll be there in person and […] The post Meet Us at NT Conference 2023 in Portorož appeared first on Docentric AX.  ( 38 min )

The Power Automate Plugin for ChatGPT allows you to create and run flows directly from within ChatGPT. Use the new Skills connector and Run from copilot connector to author flows that can be called from ChatGPT that leverage the over 1000+ connectors in Power Automate.  ( 10 min )

Have you seen the business document workspace/feature in Microsoft dynamics 365? If yes then how frequently you use this now? Business documents are based on electronic reporting frameworks which allows business users to take the control of all the outbound documents e.g. Sales invoice, purchase order, collection letter etc… In this video I have explained […]  ( 9 min )

Have you seen the business document workspace/feature in Microsoft dynamics 365? If yes then how frequently you use this now? Business documents are based on electronic reporting frameworks which allows business users to take the control of all the outbound documents e.g. Sales invoice, purchase order, collection letter etc… In this video I have explained […]  ( 9 min )

"Enable simplified dimension entry" in Dynamics 365 Finance and Operations refers to a feature or setting that allows users to streamline the process of entering financial dimensions when recording transactions or posting entries in the system. The post Enable simplified dimension entry in Dynamics 365 Finance and Operations appeared first on Parag Chapre.  ( 8 min )

Pretty Good Privacy (PGP) encryption is widely used to secure sensitive information and maintain data privacy. If you’re looking to decrypt PGP files using an Azure Function App, you’re in the right place. Objective of this article : We will explore how to decrypt PGP files using an Azure Function App. Azure Function App allows … Lire la suite Decrypt PGP Files Seamlessly with Azure Function and Azure Logic Apps →  ( 18 min )

Reignite operational excellence with Insight Works' Enhanced Planning Pack— the top-rated tool trusted by manufacturers and distributors worldwide. The post Enhanced Planning Pack for Dynamics 365 Business Central appeared first on ERP Software Blog. The Enhanced Planning App for Dynamics 365 Business Central Quality Control in Inventory and Manufacturing Using Dynamics 365 Business Central Insight Works Launches Quality Inspector App for Business Central Users  ( 24 min )

Are you running a busy warehouse operation? Then you know how important inventory organization is. To run a successful business, you need to know what you have on hand, where … Serialized Inventory: 5 Ways It Benefits Your Warehouse Read More » The post Serialized Inventory: 5 Ways It Benefits Your Warehouse appeared first on ERP Software Blog. Cloud-based Microsoft Dynamics opens new horizons for accounting firm 6 Ways Dynamics 365 Business Central Helps Manufacturers Microsoft Business Central 2023 Release Wave 1 Announced  ( 25 min )

The equipment rental industry is embracing digital transformation, and one of the key drivers of this revolution is the Internet of Things (IoT). By leveraging IoT technology, rental companies can … 6 Benefits of IoT in Our Equipment Rental Software for Dynamics 365 Read More » The post 6 Benefits of IoT in Our Equipment Rental Software for Dynamics 365 appeared first on ERP Software Blog. Product Recommendation Engine: Use AI in D365 to Recommend Products to Rental Customers 12 Benefits of DynaRent – A Rental Software Embedded in Dynamics 365 Key Features of Our Rental Solution: DynaRent for Dynamics 365 F&SCM  ( 28 min )

If you are concerned about Cyber Security, as many of our customers are, investing in cloud ERP systems is a great start.  The majority of your critical business information (especially … Cloud ERP Systems are Great Cyber Security Investments  Read More » The post Cloud ERP Systems are Great Cyber Security Investments  appeared first on ERP Software Blog. Microsoft Dynamics AX 2012 for Public Sector Organizations Effectively Manages Public Finances Is Your “Cloud ERP” Really Cloud Based? Managing Expectations in Your Move to ERP  ( 24 min )

Overcome Barriers in Your Transition Planning to Dynamics 365 Many Dynamics GP, NAV, and AX customers want to transition their businesses to a cloud solution like Dynamics 365 Business Central or Dynamics 365 Finance & Operations, but a few common barriers hold them back. This article will address how clients can overcome these challenges in their transition planning. Encore’s priority is to provide guidance... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 10 min )

As Power Platform has grown in functionality, customers frequently navigate between capabilities across the Platform for building automations, applications, chatbots, pages, and more. We are also seeing customers benefit from the Environments within Power Platform, that gives them roles-based isolation to scale with confidence. Based on your feedback, we’ve made it easier than ever to navigate with a simplified left navigation pane and a more informative environment selection experience.  ( 9 min )

Who here uses Excel spreadsheets for managing your pricing? Does this sound like you – copying, pasting, and updating a new file every time? Then, listen up because not only … Why Shouldn’t You Use Excel Spreadsheets to Manage Pricing? Read More » The post Why Shouldn’t You Use Excel Spreadsheets to Manage Pricing? appeared first on ERP Software Blog. 17 Most Commonly Overlooked Set-Up and On-Going Use Issues in Microsoft Dynamics GP Nobody Wants to Experience an ACA Audit Do All Manufacturers Need the Extended Pack in Dynamics GP?  ( 25 min )

Integrating an Enterprise Resource Planning (ERP) system with a Point of Sale (POS) system is a strategic move that businesses make to enhance their operational efficiency. However, it's a critical … Considerations for ERP and POS Integration Read More » The post Considerations for ERP and POS Integration appeared first on ERP Software Blog. Common Pain Points while Integrating ERP & eCommerce Platforms The E-Commerce Scalability Problem: Why You Can’t Afford to Wait On-premise vs Cloud-based - 10 Considerations  ( 24 min )

Discover the benefits of Insight Work's Order Ship Express, a license-free shipping solution for Dynamics 365 Business Central. The post Order Ship Express v1.1: Global Launch for Business Central Users appeared first on ERP Software Blog. Working on a vertical solution for Business Central? Learn how to integrate Gantt charts Cycle Count Scheduler: A Game-changer for Business Central Users MRP in Business Central & the Enhanced Planning Worksheet App  ( 24 min )

In today's fast-paced business landscape, revenue operations (RevOps) has emerged as a cornerstone of success. As companies strive for seamless integration between sales, marketing, and customer support, the role of … The 8 critical features your RevOps software must have | Free booklet Read More » The post The 8 critical features your RevOps software must have | Free booklet appeared first on ERP Software Blog. What features should you look for in revenue operations software? Using Excel for Revenue Recognition Tracking? You'll Want to See This Distributor or Manufacturer? Microsoft Dynamics NAV ERP is Fit for Both  ( 23 min )

User can add values manually to Custom dimension attribute type only. For all other backing entities it should go via standard table creation, say, new CustTable record, etc. The easiest way to create a new Custom list dimension value is to use the standard service DimensionValueService as follows. Say, you need to create a new value by using _newProjCategory record fields. DimensionValueService dimensionValueService = new DimensionValueService(); DimensionValueContract dimensionValueContract = new DimensionValueContract(); dimensionValueContract.parmValue(_newProjCategory.Id); dimensionValueContract.parmDimensionAttribute(mgcDimHelper::getProjCategoryAttribute); dimensionValueContract.parmDescription(_newProjCategory.Name); dimensionValueService.createDimensionValue(dimensionValueContract); It creates the display value as its description.  ( 7 min )

We are excited to announce the public preview of Default Environment Routing, a new Managed Environments feature that allows Power Platform admins to automatically direct new makers into their own personal developer environment when they visit make.powerapps.com for the first time. Default environment routing offers new makers a personal, safe space to build with Microsoft Dataverse,…  ( 7 min )

Discover how Business Central users in manufacturing and distribution optimize operations with Insight Works' Enhanced Planning Pack. Dive into key use-cases. The post The Enhanced Planning App for Dynamics 365 Business Central appeared first on ERP Software Blog. Quote Generation with Product Configurator for Business Central Insight Works Launches Quality Inspector App for Business Central Users Cycle Count Scheduler: A Game-changer for Business Central Users  ( 25 min )

In today’s highly competitive business landscape, manufacturing companies are under constant pressure to deliver high-quality products while ensuring compliance with regulatory requirements. Lot traceability is a crucial aspect of achieving … Enhancing Quality and Compliance with Lot Traceability in Business Central for Manufacturing Read More » The post Enhancing Quality and Compliance with Lot Traceability in Business Central for Manufacturing appeared first on ERP Software Blog. Streamlining Manufacturing Operations with Production Planning and Control in Business Central Everything you need to know about Warehouse Order Picking Methods Revolutionizing Production Scheduling: Unveiling MxAPS 4.7 for Business Central  ( 25 min )

Sustainability in businessSustainability is not a new topic, but for a lot of companies this has been overlooked or not prioritized in previous years. With all the impact from climate change in recent years however, it is coming more and more into focus, with shareholders demanding to see companies making tangible progress on reducing their overall impact on the environment through reduction of  ( 9 min )

Hello the Community ! This is for me the most important feature for Dynamics 365 F&O for several years ! Discover the big change on the DEV & Admin part. Unified developer experience is now there to unify the way we work every day with the convergence on Power Platform, Dataverse, and the journey of One Dynamics One Platform: ODOP. Discover how you can develop now locally !

Visit the post for more.  ( 9 min )

Curious about how ERP software and business intelligence go hand in hand? Dive in to see why having both can be a game-changer for your organization. Serving as a central … Is Your ERP Software Incomplete Without BI? Read More » The post Is Your ERP Software Incomplete Without BI? appeared first on ERP Software Blog. Self-Service Analytics: Exploring Your ERP Data for Maximum Insights Microsoft Dynamics 365 Business Central: The Future of Distribution Accounting Power BI: How your team can improve sales & revenue with Business Intelligence  ( 26 min )

Over the last couple of years, customers have been increasingly seeking faster and low-code extensibility options to complement their core Dynamics 365 business software.  The answer is here. The post Announcing Unified Trial and Developer Environments for Dynamics 365 Finance and Operations apps  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Integrating an Enterprise Resource Planning (ERP) system with an e-commerce platform creates a powerful synergy that enhances efficiency, competitiveness, and overall business performance. ERP & e-commerce Integration, a competitive edge … ERP & eCommerce Integration, a competitive edge for a business Read More » The post ERP & eCommerce Integration, a competitive edge for a business appeared first on ERP Software Blog. Choosing the Right ERP System for Your eCommerce Business How eCommerce has changed ways of doing business Why x2x-eCommerce for BC & Shopify Integration?  ( 24 min )

Find out how Enavate can help you reduce the cost of seasonal shifts in your supply chain with Microsoft Azure. The post How Microsoft Azure Helps Reduce the Cost of Seasonal Shifts in Manufacturing & Distribution appeared first on ERP Software Blog. How Catapult and Jet Analytics Can Solve Your Business Central Data Migration Woes Microsoft Partner Network Grows as Insight Works Welcomes Six New Resellers Insight Works Launches Quality Inspector App for Business Central Users  ( 25 min )

Beginning December 1, 2023, Bill .com will no longer support direct sync for Microsoft Dynamics GP (Great Plains). The company says it made the decision based on Microsoft’s current Dynamics … Bill.com to End Sync Support for Dynamics GP Dec 2023 Read More » The post Bill.com to End Sync Support for Dynamics GP Dec 2023 appeared first on ERP Software Blog. ERP Software Bundles Make it Easier to Adopt the Technology Top 5 Reasons Why Microsoft Dynamics AX 2012 is a Great Fit for Public Sector Organizations The Cloud and Your Company: Governing a New Way Forward  ( 24 min )

In today's rapidly evolving business landscape, cloud computing and financial reporting have transcended buzzwords to become essential drivers of growth and transformation, especially for small and midsize businesses. Microsoft Dynamics, … How does Microsoft Dynamics deliver secure data to your accounting team members? Read More » The post How does Microsoft Dynamics deliver secure data to your accounting team members? appeared first on ERP Software Blog. Is it Time for Your Microsoft Cloud ERP Migration? Key Considerations while Upgrading Dynamics NAV to Business Central Dynamics 365 Business Central Pricing and Licensing  ( 24 min )

Warehouse management only mode is a great way to enhance your warehouse management capabilities without having to overhaul your existing systems. It offers flexibility, efficiency, and scalability for your warehouse operations. Don’t miss this opportunity to try out this feature and see how it can transform your business. Try out the preview release today and get ready to experience the power of Warehouse management only mode. You can use lightweight source documents that are dedicated to inbound and outbound shipment orders to communicate between the systems. These documents focus exclusively on warehouse management, so they can replace multiple types of general-purpose documents (such as sales orders, purchase orders, and transfer orders) from a pure warehouse management perspective. The post Leverage Warehouse management only mode to optimize your business  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Something that was talked about for a long time is getting closer to reality. F&O development will no longer require those huge VMs with SQL Server and everything. Instead, you’ll just install some VS extensions, connect to Dataverse, download F&O code and metadata and start developing. The runtime (web server, database) will be in cloud, ... Continue reading ‘Public preview of the new F&O dev experience’ »  ( 4 min )

Business Central 2023 release wave 2 introduces regional formats for reports, which adds a new dimension of customization for reports. This feature gives you more flexibility to tailor how reports print, according to your unique needs. Addressing inherent limitations, such as the inability to customize region formats for specific reports, the absence of support for The post Adding Regional Formats to Reports in Business Central appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Electronic Data Interchange (EDI) automation in Microsoft Dynamics 365 Business Central can significantly enhance your operations, simplifying essential communications between you, your vendors, and your high-volume clients. However, it's crucial … Overcoming the Top 5 Challenges of Integrating EDI with Microsoft Dynamics 365 Business Central Read More » The post Overcoming the Top 5 Challenges of Integrating EDI with Microsoft Dynamics 365 Business Central appeared first on ERP Software Blog. DeFacto Global Named Top-Rated Corporate Performance Management Vendor For 2021 How to keep businesses running smoothly with labor shortages Four Ways Netstock and Dynamics 365 Build a Recession-Proof Supply Chain  ( 26 min )

My users tell me that Dynamics 365 Business Central is confusing and they are struggling with the application. But… I have no idea how to help them because I don't … Find Out Where Your Dynamics 365 Business Central Users Are Struggling Read More » The post Find Out Where Your Dynamics 365 Business Central Users Are Struggling appeared first on ERP Software Blog. The worst mistake a Dynamics 365 Business Central / NAV customer can make 10 Time Saving Business Central Keyboard Shortcuts You Need Today ASPIRE22 Aims to Provide Roadmap, Resources for Digital Journey  ( 24 min )

As businesses expand, the workload on administrators increases exponentially. To effectively handle customer demands and administrative tasks, relying solely on spreadsheets becomes insufficient. This is where ERP solutions come into … Why Your Company Can't Afford to Ignore an ERP Solution Read More » The post Why Your Company Can't Afford to Ignore an ERP Solution appeared first on ERP Software Blog. What ERP Software Can Do for Small and Medium Businesses and How Cloud ERP Can Return Greater ROI How to Balance Your Consulting Life Without Going Crazy The Benefits of NAV on Azure for Small and Mid-Size Businesses  ( 24 min )

Manufacturers today face the challenge of balancing customer demands, resource allocation, and cost-efficiency while striving for consistent quality. In this complex environment, efficient Production Planning and Control (PPC) is essential. … Streamlining Manufacturing Operations with Production Planning and Control in Business Central Read More » The post Streamlining Manufacturing Operations with Production Planning and Control in Business Central appeared first on ERP Software Blog. Role of Cloud ERP Solution for Small Businesses in 2023 How to Upgrade Dynamics NAV to Business Central in 2023? Why upgrade from Dynamics GP to Business Central?  ( 25 min )

[German language podcast] In unserem neuesten BizApps Podcast haben wir Tobias Menzel und Kathrin Gunawardena von HSO zu Gast. Neben … Continue reading →  ( 10 min )

This week, I attempted to import a bacpac file on my development machine using SQLPackage for Windows, but I encountered an error while reading the bacpac file. The error message stated: “File contains damaged data. Resolution: Download SQLPackage .NET Core software in your Development Machine. To extract the file by right-clicking on the file in Windows […] The post Import bacpac error: File contains damaged data appeared first on Parag Chapre.  ( 8 min )

An ERP is a robust solution that streamlines operations across your organization, and by integrating your Dynamics 365 Business Central ERP with your other software systems, you can gain a … ERP Success: Systems Integration for Dynamics 365 Business Central Read More » The post ERP Success: Systems Integration for Dynamics 365 Business Central appeared first on ERP Software Blog. The Perils and Pitfalls of Self-Implementation Regarding ERP Accounting Solutions The Top 5 Powerful Ways ERP Drives Innovation How does Dynamics GP and Office 365 Help Productivity?  ( 24 min )

In today's busy professional world, it's essential to find effective and innovative solutions. One of the most promising avenues for this is the use of Artificial Intelligence (AI). Below, we … Dynamics Copilot: How Six AI Experts Save Hours Every Day Read More » The post Dynamics Copilot: How Six AI Experts Save Hours Every Day appeared first on ERP Software Blog. Should I Build or Buy PLM-ERP Integration for My Manufacturing Business? PLM-ERP Integration for Dynamics 365: What's The To-Increase Implementation Process? Key Features of To-Increase’s PLM-ERP Integration for Dynamics 365 ERP  ( 25 min )

Microsoft Dynamics 365 Business Central is awesome. However, the frustration BC users sometimes feel - not remembering how to perform fundamental actions in the system - is very real! You … Plug and Play Dynamics Business Central User Support and Training Read More » The post Plug and Play Dynamics Business Central User Support and Training appeared first on ERP Software Blog. Baker’s Dozen of WMS (Warehouse Management System) Acronyms Defined Top 3 reasons for equipment-driven companies to use DynaRent industry-specific lifecycle services Move from reactive to predictive maintenance and service with the Internet of Things  ( 24 min )

A new AI powered invoice process solution for Microsoft D365 Business Central is a truly transformative piece of technology for accounts payable pros. LANSING, MICHIGAN, UNITED STATES OF AMERICA, September … New AI Invoice Data Capture Tool Available for Microsoft Business Central Users Read More » The post New AI Invoice Data Capture Tool Available for Microsoft Business Central Users appeared first on ERP Software Blog. Three ways food manufacturers can increase profits today 6 Best Practices to Planning Successful ERP Implementation Modern AP Automation for Business Central  ( 24 min )

If you've ever experienced the challenges of an ERP implementation, you’re not alone: 50 percent of ERP implementations are considered to be failures. That puts a lot of pressure on … If You’re Having Problems with Your ERP, Look at Your Data Read More » The post If You’re Having Problems with Your ERP, Look at Your Data appeared first on ERP Software Blog. 6 Must-Ask Questions When Interviewing ERP Implementation Firms How to Seamlessly Transfer Data from Excel to Microsoft Dynamics GP How the Retirement of SharePoint 2010 Could Destroy Your ERP Business Processes  ( 24 min )

Staying ahead of the competition requires not only efficient operations but also data-driven decision-making. Dynamics 365 Business Central is a cloud-based ERP solution that helps organizations manage their finances, supply … Get Valuable Business Insights with Power BI Integration in Business Central Read More » The post Get Valuable Business Insights with Power BI Integration in Business Central appeared first on ERP Software Blog. Top 5 Microsoft Power BI benefits you should know in 2023 Top benefits of Power BI and Business Central Integration Top 5 benefits of Data Visualization tools: Power BI  ( 25 min )

Join us at WennSoft Synergy for our breakout session and learn how Office 365 SharePoint and DynamicPoint can be used to provide your customers, vendors, or employees a WennSoft integrated … WennSoft Synergy Conference: Create a WennSoft Portal Using Office 365 SharePoint Read More » The post WennSoft Synergy Conference: Create a WennSoft Portal Using Office 365 SharePoint appeared first on ERP Software Blog. Where Should I Start?!? A Beginner's Guide for a Microsoft Dynamics-GP User at Convergence 2011 How Much Does Warehouse Management (WMS) Cost? … ($967) 15 ERP Software Blog Members Among Those Sponsoring Directions North America 2022  ( 23 min )

In today's rapidly changing business environment, Revenue Operations (RevOps) implementation has become a critical driver of success for companies of all sizes. However, navigating this transformative journey without proper guidance … Discover your guide to implementing revenue operations  Read More » The post Discover your guide to implementing revenue operations  appeared first on ERP Software Blog. Supporting the Entrepreneurs Vision with ERP Discover the top 7 frequently asked revenue operations questions New Salesperson Tips for Selling Dynamics GP  ( 24 min )

Dynamics GP & POS (RMH) Integration by x2x-eCommerce is a versatile product. Retail Management Hero (POS) to Microsoft Dynamics GP Integration is a powerful mechanism to update the master data … Dynamics GP & POS (RMH) Integration by x2x-eCommerce Read More » The post Dynamics GP & POS (RMH) Integration by x2x-eCommerce appeared first on ERP Software Blog. How to Get More Bang for Your Buck When Integrating Magento and Microsoft Dynamics GP Prominent Features of ERP & eCommerce Integration Item Management Best Practices in a Multi-Channel Environment  ( 24 min )

How To Return Items with Directed Put-away and Pick in Dynamics 365 Business Central Using the directed put-away and pick process for creating a new sales return order in Dynamics 365 Business Central can be manually complex. This article will help users working in accounting, sales, customer service, etc. who use directed put-away and pick to better manage their customer returns and deal with errors. I will be discussing... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

Sellers are fundamental to any organization’s success—and despite economic headwinds, business leaders are concerned about keeping the talent they have happy and productive at their jobs. Today, we’re excited to share that Microsoft has been recognized again as a Leader within the 2023 Gartner Magic Quadrant for Sales Force Automation Platforms* for the thirteenth consecutive year. In this year’s report, Microsoft is positioned highest in Completeness of Vision. The post Microsoft is named a Leader in 2023 Gartner® Magic Quadrant™ for Sales Force Automation Platforms appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Join us at the second annual Power Platform Conference, sponsored by Microsoft, October 1-6 in Las Vegas! The post Extend your Dynamics 365 skills at the second Power Platform Conference this October in Las Vegas appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

It is with great pleasure that we introduce the public preview of Auto-claim for Power Apps licenses, a feature that empowers administrators to effortlessly set up policies within the Microsoft 365 admin center. These policies enable automatic license assignments to unlicensed users when they engage with Power Apps that require licensing.  ( 8 min )

We are pleased to announce the Public preview of mobile offline for canvas apps on iOS, Android and Windows devices. Mobile offline has been available in Experimental Preview since May 2023. We’ve been listening to your feedback and we’re excited to make this feature available by default for Power Apps makers. With this preview, you…  ( 7 min )

Alerts are a very popular functionality in D365FO, do you agree? However, let's be honest, D365FO could offer more alert-related features out of the box 😀. But here we are, stepping up the game again with your favorite free library 😎 Docentric Free Edition 🚀. […] The post Create Alert in a ⚡Single Click in D365FO appeared first on Docentric AX.  ( 41 min )

Learn how to set up DevOps-hosted Build and Deploy pipelines for Dynamics 365 for Finance and Operations in this detailed guide  ( 3 min )

In today's fast-paced sales landscape, staying ahead of the game is more crucial than ever. The post Streamline your sales workflow: How AI-powered Opportunity summaries transform collaboration appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

How to Assign Default Dimensions to GL Accounts in Dynamics 365 Business Central Default dimensions in Dynamics 365 Business Central can help you categorize and track your G/L accounts. Assigning default dimensions to your G/L accounts will save time on entries, as well as maintain consistency. With default dimensions, your dimensions will be automatically assigned when transactions are entered, or you will be thrown an error message as... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. You can find the July 2023 updates here. Modern controls updates in canvas apps In the month of August, there was critical progress made on the journey to modernize Power Apps with…  ( 7 min )

Six months ago, we introduced Microsoft Dynamics 365 Copilot, the world’s first AI Copilot natively built for customer relationship management (CRM) and enterprise resource planning (ERP) applications. Since then, more than 63,000 organizations have experienced Copilot features in Microsoft Dynamics 365 and Microsoft Power Platform first-hand, empowering marketing, sales, and customer service teams in new ways to improve experiences across the customer journey. The post From Microsoft to global brands, Dynamics 365 Copilot is helping transform customer experiences across service, sales, and marketing appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

As we gear up for the holiday season, businesses that are agile and responsive will be poised to capture market demand and deliver an exceptional end-to-end customer experience. Adopting modern technology solutions can introduce agility to key processes overnight, and leaders should look across their supply chain functions to identify levers for maximum impact. The post 4 benefits of modern warehouse management solutions appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

I’ve written about D365FO data entities in the past and have had the opportunity to use them extensively from a ISV and consulting perspective. While working with them I have found myself at different times wanting to have a centralized source of information surrounding their metadata, the data sources used (both root data source and […] The post D365FO Data Entity Metadata appeared first on Alex Meyer.  ( 16 min )

Changes to Canadian Payroll for Dynamics GP Canada Revenue Agency will be announcing some required changes to Canadian Payroll for Dynamics GP users. There is not a lot of concrete information out yet, but we will update this blog as more information becomes available. What we do know is that the changes will involve the T4, T4A and possibly R1 and R1A.... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

We are pleased to announce the general availability of open-source Power Fx 1.0. “1.0” means that the language definition is now stable and breaking changes will be managed and communicated. It is now ready for you to integrate in your production work loads. It will be coming to Power Apps later this year.  ( 9 min )

Each time you build your code, iisexpress will reset AND then the wait begins for the page to load.Now some machines may be better than others, but windows defender seems to interfere and scan files which can cause considerable delays.So lets make this run faster! Windows Defender runs in the background and any files being … Continue reading Make your VM run faster →  ( 11 min )

This post is authored by Gerry Murray, Marketing and Sales Technology Research Director, IDC; and coauthored by Carlena Neely, Product Marketing Manager, Business Applications, Microsoft. Delving into the realm of customer-centric strategies, IDC analyst Gerry Murray casts a visionary light on the transformative influence of generative AI (Gen AI) on sales and service. Murray’s perspective The post IDC shares how generative AI transforms business processes within marketing, sales, and service  appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

In the last article, you learned how to read a file, and process the data in D365. Now, learn how to write a file in D365. There are several different ways you can get data out of Microsoft Dynamics 365 for Finance and Operations. You can use the data management framework, data entities, Odata, Excel,... Continue Reading → The post Write A File In D365 appeared first on Dynamics 365 Musings.  ( 13 min )

Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. We’ve got a great set of updates across for our makers, security and monitor improvements, and updates to model driven apps for end users.  ( 10 min )

Feature recommendation notifications under the hood For several years, Microsoft does have a dashboard with new and enhanced features that can be enabled by administrators to first evaluate the added value or impact on the current implementation. This will give organizations some time to choose when to enable new features. Features can also be turned […] The post How to reverse engineer feature management features appeared first on Dynamicspedia.  ( 15 min )

At the inspirit365 Vision Summit in Paris, I got to present details from the latest Gartner report, Hype Cycle for Retail Technologies, 2023. There are 4 areas I would like to relate to the Dynamics 365 Commerce offerings, where I think Microsoft have a very strong offering. I cannot share the Gartner report, but I … Continue reading 4 Commerce hypes from Gartner  ( 13 min )

The Released Products -> Released Product Details form is bound to the InventTableModule table (Inventory module parameters) in 3 different roles: Purch (Purchase), Sales (Sell) and Invent (Manage costs) – this table acts as 3 different data sources. The field InventTableModule.Price appears in the fast […] The post D365FO Released Product Details: How we fixed two bugs and find a workaround for creating alert rules appeared first on Docentric AX.  ( 41 min )

With more demand on integrating systems, it is time-consuming to get a clear picture of the inventory status . With the Microsoft`s Inventory visibility add-in for SCM, above issue is no more a challenge to get the real-time , accurate … Continue reading →  ( 13 min )

After we dealt with the waste problem in Asia (Indonesia) and Germany in part one, I would like to talk … Continue reading →  ( 11 min )

In short Ledger dimension it is Main account + default dimension. So, if you need to replace any attribute value in a given Ledger dimension, do not forget to get a Default dimension first. LedgerDimensionFacade::getDefaultDimensionFromLedgerDimension(ledgerjournalTrans.LedgerDimension); Then you can use this old good way. DimensionDefault newDim = DimensionHelper::setValueToDefaultDimension(hcmEmployment.DefaultDimension, DimensionAttribute::findByName(_dimensionName).RecId, _dimensionValue); BTW, the opposite thing works like that: LedgerDimensionFacade::serviceCreateLedgerDimension(ledgerDimensionMainAccount, inventTrans.defaultDimension); Supporting method public static DimensionDefault setValueToDefaultDimension(DimensionDefault _dimensionDefault, RefRecId _dimens…  ( 7 min )

At Microsoft Inspire 2023, we announced that we are bringing together Microsoft Dynamics 365 Marketing and Microsoft Dynamics 365 Customer Insights into one offer, enabling organizations to unify and enrich their customer data to deliver personalized, connected, end-to-end customer journeys across sales, marketing, and service. Today, we’re excited to share that the new Dynamics 365 Customer Insights is now generally available for purchase. The post Now generally available: The new Microsoft Dynamics 365 Customer Insights appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Supply Chain Management lets you manage, track, and verify compliance with export control restrictions prior to confirming, picking, packing, shipping, and invoicing sales orders. The new advanced export control functionality allows you to manage your export control policies using a native Microsoft Dataverse solution that interfaces directly with your Supply Chain Management instance. Supply Chain Management then enforces compliance with international trade regulations by consulting your export-control policies in real time. The post Keep track of your trade policies with advanced export control appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

This year we visited our relatives in Asia (Indonesia) for the first time after the Covid period. Having searched for … Continue reading →  ( 11 min )

Hello the Community ! Hope you had good summer holidays, starting next season articles, it was time for me to write this new article to explain again the convergence of the whole Dynamics Platform : on the Analytics part now !

On August 1, we announced the general availability of Microsoft Power Automate Process Mining. Today, we’re excited to announce the availability of new Copilot capabilities in Power Automate Process Mining (in limited preview—US only). You can try it for free with a Power Automate trial license.  ( 10 min )

Copilot analytics in Dynamics 365 Customer Service offers deep insights into the operational impact of an organization’s investment in AI-enhanced customer service. The post Analyze the impact of AI-enhanced customer service with Copilot analytics  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

We are excited to share with you the updated tables page experience, which is now generally available for all makers. With the new tables page experience, you will be able to create tables with the versatile options we recently introduced to the new home page, including conversation-based table creation and one-click table upload from your…  ( 6 min )

Microsoft’s ongoing dedication to automation and enhancing the user experience for Dynamics users is truly commendable. Following the automation of the collection process, the Collection Coordinator Workplace stands as a noteworthy addition. This new inclusion is poised to greatly assist collection agents in effectively managing their daily collection tasks, significantly reducing the time spent on […]  ( 9 min )

Which Path to Pursue: Finance or SCM for Your Role as a Functional Consultant? This Video is Designed to Assist You in Making That Decision! After receiving a positive reception to the previous video outlining the learning path for becoming a Microsoft Dynamics 365 Functional Consultant, I was motivated to produce the subsequent video in […]  ( 9 min )

Microsoft’s ongoing dedication to automation and enhancing the user experience for Dynamics users is truly commendable. Following the automation of the collection process, the Collection Coordinator Workplace stands as a noteworthy addition. This new inclusion is poised to greatly assist collection agents in effectively managing their daily collection tasks, significantly reducing the time spent on […]  ( 9 min )

Which Path to Pursue: Finance or SCM for Your Role as a Functional Consultant? This Video is Designed to Assist You in Making That Decision! After receiving a positive reception to the previous video outlining the learning path for becoming a Microsoft Dynamics 365 Functional Consultant, I was motivated to produce the subsequent video in […]  ( 9 min )

What is SSIS Integration Toolkit? SSIS Integration Toolkit for Dynamics 365 is a powerful tool that allows you to integrate and synchronize data between your Microsoft Dynamics 365 system and other applications or databases using SQL Server Integration Services (SSIS). It simplifies the data integration process by providing a user-friendly interface and a range of […] The post Installation of SSIS Integration Toolkit for Dynamics 365 F&O appeared first on Parag Chapre.  ( 9 min )

With the version 10.0.36, it is not possible to automate the import of Bank statement to Sharepoint folder. More details soon.  ( 12 min )

Applications Insights in an Azure service for monitoring of applications. Many Azure Services support it out of the box – you just connect, say, an Azure Function to Application Insights and it’ll automatically start collecting information about performance, failed requests and so on. Using Application Insights API from D365FO is possible and several people in ... Continue reading ‘Monitoring and telemetry in F&O’ »  ( 5 min )

When Microsoft releases new versions of Microsoft Dynamics 365 Finance and Operations, a lot of enhancements are listed on a workspace called Feature Management, where you can review the new features and decide which one would need to be enabled for your organization. The features can be a new module, new additions, enhancement of an […] The post Can you add your own features to Feature Management? appeared first on Dynamicspedia.  ( 15 min )

Stuck Batches & Posting Interruptions in Dynamics GP Have you ever attempted to post a batch in Dynamics GP, only to receive one of the following error messages? “A batch is held in the Posting, Receiving, Busy, Marked, Locked or Edited status.” “Batch Failed to Complete Posting. Use the Batch Recovery Window to complete the posting process.” “Your previous transaction-level posting session has... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )

Public preview of Power Automate integration with Azure Application Insights to enable customers to diagnose and monitor their cloud flow telemetry with the best-in-class APM offering from Azure  ( 9 min )

Power Automate for desktop comes with new additions in 2023 August’s release, including the introduction of a new logging action, a new setting to disable uploading error screenshots, and the ability to edit certain variable values during debugging.  ( 9 min )

Install the license file to a DEV/could hosted box: CMD Before using CMD - replace **axdbadmin_from_lcs** value in the command  - Make sure paths are correct - Correct the path/filename of the license file K:\AosService\PackagesLocalDirectory\Bin\Microsoft.Dynamics.AX.Deployment.Setup.exe --setupmode importlicensefile --metadatadir K:\AosService\PackagesLocalDirectory --bindir K:\AosService\PackagesLocalDirectory --sqlserver . --sqldatabase AxDB --sqluser axdbadmin --sqlpwd **axdbadmin_from_lcs** --licensefilename "K:\Licenses\1_license.txt"  D365FO.Tools Open PowerShell as Administrator Installation of d365fo tools: Install-Module -Name d365fo.tools Install license Invoke-D365InstallLicense -Path c:\Licenses\license.txt https://github.com/d365collaborative/d365fo.tools/tree/master/docs  ( 1 min )

Tier 2: Enable/disable D365 maintenance mode can be done from LCS: There are the following ways to enable/disable maintenance mode on DEV/could hosted boxes: SQL Query status: use AXDB; select * from dbo.SQLSYSTEMVARIABLES where PARM = 'CONFIGURATIONMODE'; use AXDB; update SQLSYSTEMVARIABLES SET VALUE = 1 where PARM = 'CONFIGURATIONMODE'; Execute DB sync Disable maintenance mode: use AXDB; update SQLSYSTEMVARIABLES SET VALUE = 0 where PARM = 'CONFIGURATIONMODE'; CMD Open command prompt as administrator. Enable maintenance mode (replace **axdbadmin_from_lcs** value): K:\AosService\PackagesLocalDirectory\Bin\Microsoft.Dynamics.AX.Deployment.Setup.exe --metadatadir J:\AosService\PackagesLocalDirectory --bindir J:\AosService\PackagesLocalDirectory\Bin --sqlserver . --sqldatabase axdb --sqluser axdbadmin --sqlpwd **axdbadmin_from_lcs** --setupmode maintenancemode --isinmaintenancemode true Disable maintenance mode (replace **axdbadmin_from_lcs** value): K:\AosService\PackagesLocalDirectory\Bin\Microsoft.Dynamics.AX.Deployment.Setup.exe --metadatadir J:\AosService\PackagesLocalDirectory --bindir J:\AosService\PackagesLocalDirectory\Bin --sqlserver . --sqldatabase axdb --sqluser axdbadmin --sqlpwd **axdbadmin_from_lcs** --setupmode maintenancemode --isinmaintenancemode false D365FO.Tools Open PowerShell as Administrator Installation of d365fo tools: Install-Module -Name d365fo.tools Query status: Get-D365MaintenanceMode Enable-D365MaintenanceMode Disable-D365MaintenanceMode https://github.com/d365collaborative/d365fo.tools/tree/master/docs  ( 1 min )

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Vendor Evaluation in Dynamics 365 Finance & Operations Vendor evaluation in Dynamics 365 Finance & Operations is a basic tool for comparing vendor performance. The Vendor evaluation tool provides users with data they need to make informed decisions about which vendor is the best choice for the procurement of goods. For instance, it can be used by the procurement team when entering and... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

With the version 10.0.36, Azure Active Directory applications have been changed to Microsoft Entra ID applications  ( 12 min )

Add licenses to deployable package - In the relevant branch create the Licenses folder - add all required license files to that folder (txt files). If you have a deployable package with licenses you can get txt files from that deployable zip package (AosService\Scripts\License) - find the existing " Add Licenses to Deployable Package" step in the pipeline or add it - step should be placed just before Publish Artifact: Packages step - modify " Add Licenses to Deployable Package" step Check workspace mappings ( Get sources step), in this case, it is getting sources directly to $(Build.SourcesDirectory): Therefore Search pattern should be: $(Build.SourcesDirectory)\Licenses\*.txt More about file matching options. Check Copy Files to: Staging Directory to identify the location: Go to a…  ( 2 min )

Overview Number sequences are used to generate readable, unique identifiers for master data records and transaction records. These sequences are normally one of the first things set up after a legal entity is deployed. When either implementing or migrating these number sequences between environments you can utilize either the ‘SequenceTables’ or ‘SequenceV2Tables’ data entities to […] The post Import Number Sequences via Data Entity appeared first on Alex Meyer.  ( 14 min )

Today, we are announcing the availability of Copilot for users of model-driven apps and a major expansion of Copilot control’s capabilities in canvas apps. Now, all Power Apps can be intelligent apps.  ( 7 min )

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In part 1, I explained about creating and training the model for document processsing. In this post, let us learn on using OCR(Optical Character Recognition) capabilities using AI model. AI Builder Text recognition is a prebuilt AI model that extracts … Continue reading →  ( 14 min )

As I have completed Microsoft AI builder challenge, it is time to share the knowledge with our community from the topics which I learnt as a part of this challenge. I am starting with Processing Custom Documents using AI Builder. … Continue reading →  ( 13 min )

If you’re interested in embarking on the path of becoming a functional consultant for MS Dynamics 365 Finance and Operations but are uncertain about the specifics of this role, this video has been created with you in mind. Whether you’re a seasoned professional seeking to shift into consulting or a recent graduate, this video aims […]  ( 9 min )

If you’re interested in embarking on the path of becoming a functional consultant for MS Dynamics 365 Finance and Operations but are uncertain about the specifics of this role, this video has been created with you in mind. Whether you’re a seasoned professional seeking to shift into consulting or a recent graduate, this video aims […]  ( 9 min )

By integrating the physical and digital worlds, mixed reality brings a modern approach to role-based training, support and service, as well as knowledge transfer. Microsoft Dynamics 365 Guides cultivates collaborative environments where people put knowledge into action.  The post 3 ways mixed reality empowers frontline workers appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

The era of AI is here, and it’s transforming how companies service customers in the field. The post AI at your service with Copilot in Microsoft Dynamics 365 Field Service appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Document Attachment Feature in Microsoft Dynamics GP The Document Attachment feature in Microsoft Dynamics GP allows users to attach documents to various records within the Dynamics GP system. These documents can include invoices, receipts, contracts, images, and any other relevant files. This feature enhances the visibility and accessibility of documents associated with specific transactions or records, making it easier to retrieve supporting... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

We are excited to announce that secure implicitly shared connections are in full preview (default on for new apps.) This preview feature defaults to on for all new apps in Power Apps. Many customers have asked for this feature, and it is now available in all commercial regions as Preview. Power Apps’ implicitly shared connections…  ( 5 min )

Some time ago, we wrote an article on how to merge PDF product specifications to printed Purchase orders. Read the article >> The solution presented in the above article is based on capability to merge PDF documents using Docentric Free Edition utilities. It enables you […] The post Print D365FO Reports Merged with Attachments to Network Printers appeared first on Docentric AX.  ( 42 min )

One – if not the – notorious error in Dynamics 365 related to production and warehouse management manifests itself at the “Production floor execution” terminal during reporting as finished (RaF). On the screen, the error message “An error occurred while processing the job…” is displayed. In the activity center, you receive […] The post Picking list journal: Inventory dimension Location must be specified appeared first on ER-Consult.  ( 8 min )

How to Easily Import Data into Dynamics 365 Business Central Learn how to import data into Dynamics 365 Business Central, or modify existing records, using the Configuration Package. This blog discusses the areas in Dynamics 365 Business Central that you can use this import functionality, outlines step-by-step instructions on how to import data, and includes a video with instructions at the end of the article.... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )

We are thrilled to announce General Availability (GA) of a few connector related features within the Power Platform ecosystem including custom connectors in solutions, environment variable secrets using Azure Key Vault secrets, as well as connector activity logs.  ( 6 min )

Ashley Francis is a Certified Public Accountant (CPA) with The Francis Group practice in Seattle. This story explores Ashley’s passion for Power Platform and how Power Automate with generative AI capabilities helped her quickly create sophisticated automations that significantly . She also is giving back to her accounting community by teaching others how AI and automation can help transform their practices.  ( 13 min )

Engineering Change Management in D365 – Why You Need it for PLM-ERP Integration? This blog originally appeared here on To-Increase’s blog page.  Integrating your PLM and ERP systems is a guaranteed recipe to enhance the productivity and efficiency of your manufacturing operations. At To-Increase, we help manufacturing companies gain this very benefit with a PLM-ERP integration solution that utilizes the Engineering Change Management module within Dynamics 365 Finance &... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

Delivering exceptional service is key for building customer preference and loyalty. But timely resolution can get challenging when fragmented tools make it hard to find the right information and service delivery gets delayed with lengthy data-entry processes. Today, we’re introducing Copilot in Microsoft Dynamics 365 Field Service, bringing the power of next-generation AI to service professionals on the frontline to speed time to resolution. The post Introducing Copilot in Dynamics 365 Field Service, helping your frontline deliver exceptional service with next-generation AI appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

The biggest Power Platform event of the year is here! Please join us for the second annual Power Platform Conference, sponsored by Microsoft, this October in Las Vegas! Discover, connect, and explore across keynotes, sessions, breakouts, and more – dedicated to all the goodness of Microsoft Power Platform. The conference will kick off October 1-2…  ( 6 min )

How To Create a New Number Series in Dynamics 365 Business Central This blog will cover the set up for No. Series in Dynamics 365 Business Central including the number series used for EFT, Sales & Purchase Transactions, General Journal etc. Number series is used for numbering any Master Records and data transactions. No. Series can be used for a particular Master Record or transaction, and Business... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

I have been asked many times whether its possible to filter planned orders by pegging details, typical example is there is a large order coming for make-to-order items and planners would like to group and process them together. Another common ask is to be able to process separately orders that are pegged to open sales … Continue reading MSDyn365FO: Filter planned orders by pegging details →  ( 11 min )

For the third consecutive year, Microsoft has been named a Leader in the Gartner® Magic Quadrant™ for Robotic Process Automation. This year Microsoft is positioned furthest in Completeness of Vision.  ( 9 min )

Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. You can find the June 2023 updates here. Modern controls updates in canvas apps In the month of July, there is critical progress made with exciting updates on theming, releasing new controls…  ( 8 min )

Microsoft Release Planner will support the content in 11 new languages. The post Productivity Across Borders: Localized Content now on Microsoft Release Planner  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

The warehouse mobile app is a way for end users to have external devices (such as RF guns) to interact with D365FO to improve efficiency with warehouse tasks. I recently had the opportunity to do a deep dive into how this functionality was secured and wanted to give an overview and then a set of […] The post Warehouse Mobile Device Security Overview appeared first on Alex Meyer.  ( 16 min )

In Dynamics 365 Finance and Operations, the reporting options for human resources are integrated with the Human Resources (HR) module, which is part of the core application. The post Human Resources Reporting in Dynamics 365 Finance and Operations appeared first on Parag Chapre.  ( 10 min )

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In this presentation, our expert, Albin Lotrič, first explains the basics of Electronic Reporting and Configurable Business Documents (ER/CBD). Then, the process of customizing existing ER configurations by deriving them from the original Microsoft configurations is presented. The customization includes the changes in the configurations […] The post Electronic Reporting & Configurable Business Documents with Docentric Enhancements appeared first on Docentric AX.  ( 38 min )

The usual setup (documented by Microsoft) of version control for F&O is using Team Foundation Version Control and configuring the workspace mapping like this: $/MyProject/Trunk/Main/Metadata k:\AosService\PackagesLocalDirectory $/MyProject/Trunk/Main/Projects c:\Users\Admin123456789\Documents\Visual Studio 2019\Projects This means that PackagesLocalDirectory contains both standard packages (such as ApplicationSuite) and custom packages, i.e. your development and ISV solutions you’ve installed. This works fine ... Continue reading ‘F&O development with multiple version control workspaces’ »  ( 6 min )

Security is a big part of D365FO and in this article we will go over some particulars of checking user privileges/duties, which might not be immediately obvious. Usually security is taken care of, for the most part, by the security framework, which is utilized by […] The post X++ Tips and Tricks: Checking Security Privileges or Duties of a User in X++ appeared first on Docentric AX.  ( 41 min )

While adding standard command button you can opt for SelectAll to mark all records in a form grid. However, there is no such a command for the opposite - unselect all records. You can easily achieve it by using the following method and two usual button form controls. [Form] public class mgcDeleteForm extends FormRun { public void selectAll(boolean _select) { VendPaymFormat_DS.markAllLoadedRecords(_select); } [Control("Button")] class FormButtonControlSelectAll { public void clicked() { element.selectAll(true); super(); } } [Control("Button")] class FormButtonControlUnSelectAll { public void clicked() { element.selectAll(false); super(); } } }  ( 7 min )

It is difficult to say if your recent changes to an SSRS report design are really deployed. I suggest that any textbox be colored to visualize it (you can revert it in the end). However, sometimes previous design is stuck on the server, and you still see no changes deployed, nevertheless, you already restarted Reporting services. Fortunately, there is a direct way to delete such a stubborn report from the server. Open Report Server configuration manager as administrator and apply Portal URL setting if it is not done yet. Then go for your report and delete it. Next deployment should be OK.  ( 7 min )

The Procurement Copilot is an advanced tool that empowers users to efficiently manage and assess changes to purchase orders on a large scale. By providing insights into the impact and risk associated with these changes, it greatly enhances procurement decision-making. With this tool, users can swiftly identify high-impact or low-impact alterations, enabling prompt actions to mitigate potential risks. The post Make more effective procurement decisions with Dynamics 365 Copilot in Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Join us at the second Power Platform Conference this October in Las Vegas – sponsored by Microsoft  ( 9 min )

Resource Utilization Board in Dynamics 365 Project Operations The Resource Utilization Board in Dynamics 365 Project Operations helps Practice Leads and Team Leads visualize and keep track of the actual utilization rate of the resources in your organization. The Resource Utilization Board shows you all bookable resources’ time entries compared to their capacity and expected utilization rate. Once you have defined the expected... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Dynamics 365 Customer Service enables agents to create a new case or associate an existing case with notes they write on the customer timeline. The post Create cases, contacts, and accounts faster from notes on the timeline  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Effective communication is vital in building strong customer relationships and closing deals. The post Conversation intelligence unleashes the potential of your sales organization appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

We are excited to announce that the new Power Apps home page is now generally available for all users. The new home page features a modern design that offers an intuitive and user-friendly experience. The new layout showcases the latest AI Copilot app creation flow, plus simplified “Start from” options, making it easier than ever…  ( 6 min )

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Introduction In 2021, Microsoft made an announcement stating that they would be combining the Dynamics 365 Human Resources (HR) module with Dynamics 365 Finance & Operations (F&O). As a result, customers currently using the D365 Human Resources application were instructed to transfer their standalone HR application to the Finance & Operations infrastructure by the end […] The post Get started with Dynamics 365 Human Resources migration appeared first on Parag Chapre.  ( 10 min )

Overview of Workflow in Microsoft Dynamics 365 Business Central Approval workflows is an advanced tool in Dynamics 365 Business Central that helps automate business processes, improve collaboration, and enhance overall user productivity. This blog will explore Business Central’s built-in workflow capabilities, from how it can be created and set up to what happens after it is enabled and utilized. Creation of Approval Workflows Before... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

Only months after announcing copilot capabilities in Microsoft Dynamics 365 and Power Platform, employees at more than 63,000 organizations—including brands like 3M, Prada Group, Campari, and Kraft Heinz—have had the opportunity to experience some of the AI-assisted features firsthand—and the reviews are pouring in. A common theme in the feedback we’ve received is a boost in efficiency and productivity, with employees able to reduce the time and effort spent completing common tasks. The post The early reviews are in: Dynamics 365 Copilot helps to reclaim time, drive innovation, and engage customers    appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Customer Service administrators can easily configure Copilot settings to include an internal knowledge base or SharePoint. The post Use Copilot with SharePoint knowledge to serve your customers  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

In 2021, Microsoft made an announcement stating that they would be migrating to the Dynamics 365 Human Resources (HR) module with Dynamics 365 Finance & Operations (F&O). As a result, customers currently using the D365 Human Resources application were instructed to transfer their standalone HR application to the Finance & Operations infrastructure by the end […] The post Dynamics 365 Human Resources migration appeared first on Parag Chapre.  ( 8 min )

Schedule Board in Dynamics 365 Project Operations The Schedule Board in Dynamics 365 Project Operations is great for managing resource availability and forecast utilization. Project Managers and Schedulers can look for team members that have the skills and availability to fulfill the resource requirements and accurately understand the team’s future workload. Once you’ve submitted a Resource Requirement request, the Schedule Board will... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Now announcing the Public Preview of Copilot-generated deployment notes for pipelines in Power Platform. Copilot comes to the pipelines deployment experience to help makers generate useful solution descriptions with AI, saving valuable time and providing accurate information in seconds.  ( 6 min )

Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. We’ve got a great set of updates across security, Power Fx, Collaboration and modernization of the end user experience.…  ( 11 min )

We are pleased to announce the general availability of Power Automate Process Mining, a new capability that helps you understand business processes in your organization, uncover inefficiencies and bottlenecks, and achieve process optimization.  ( 10 min )

Intercompany trade serves as a valuable tool in a multi legal entity trading setup. It not only handles basic intercompany transactions effectively but also demonstrates its capability in managing complex multi-leg intercompany orders. In this video, I attempted to explore a more intricate scenario related to this feature Scenario I covered in this video from […]  ( 9 min )

Intercompany trade serves as a valuable tool in a multi legal entity trading setup. It not only handles basic intercompany transactions effectively but also demonstrates its capability in managing complex multi-leg intercompany orders. In this video, I attempted to explore a more intricate scenario related to this feature Scenario I covered in this video from […]  ( 9 min )

With the enhancements in this release wave, Teams collaboration features (embedded chat, swarming, and Teams meeting integration) are even more robust. The post Customer service is a (Microsoft) Teams sport  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

How does connected field service improve your key performance indicators (KPIs), you ask? Let’s discuss seven KPIs that will improve with a connected field service. The post How to improve business KPIs with Connected Field Service appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

In the last tutorial you learned how to export data to excel. Now, learn how to update data from Excel in D365. There are some changes that can be made much faster in Excel compared to within D365. For instance, you can do a ‘find and replace‘ within Microsoft Excel. Specifically, push ctrl-H for the... Continue Reading → The post Update Data From Excel In D365 appeared first on Dynamics 365 Musings.  ( 11 min )

New updates for AI Builder available in July 2023, including availability of the GPT action and activity monitoring.  ( 10 min )

In my earlier post , I detailed about archiving Sales order with the latest feature management. This post is on archiving ‘Inventory transactions‘ data . As we are aware, InventTrans table keeps increasing and consume maximum database space . System … Continue reading →  ( 13 min )

Extensible Data Security (XDS) policies allow restraint access to D365FO data in a very flexible way. Business case: a user can see those purchase orders and their related confirmations only if he or she is Requester. The whole project can basically contain three objects: role, query, and policy. After creating a specific security role, we need to create a query with HCMWorker table so that it is filtered for the current user. All constrained tables should be added to the policy by referencing a particular relation (PurchTable, for example, has two relations with HCMWorker table; thus, we need to pick up the required one related to Requester field) Note: we can create a join expression if a required relation does not exist for a given table. Once the project built and synchronized, we can assign this new role along with some standard ones to a user. For example sake, I added Ada to my user.  ( 7 min )

Leveraging Power Platform in Dynamics 365 Finance and Operations for Customer Success The post Power Platform for Dynamics 365 FinOps Functionals and developers appeared first on Parag Chapre.  ( 9 min )

How to Set Up First Nation Exemptions in Dynamics GP Canadian Payroll For anyone using the latest version of Dynamics GP (currently GP 18.5) you might be interested to know how to set up First Nation exemptions in Canadian payroll. Follow these steps below to properly set this up for your organization. Update the TD1 Values on the Employee Card: 1. From the HR & Payroll page,... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Every warehouse manager is keen on improving the processes on the warehouse floor. But where to start? What to optimize? It is far from easy to discover the bottlenecks. This is where the Power Automate Process Mining comes really handy. In the 10.0.35 release we ship the integration of Supply Chain Management Warehouse module with Power Automate Process Mining. This integration gives some really valuable insight into the material movement in the warehouse.  The post Power Automate Process Mining empowers warehouses to boost their efficiency significantly appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Introduction to the New Up Next Widget in Dynamics 365 Sales In the 2022 release wave 2 of Dynamics 365 Sales, Microsoft added a new feature, the Up Next Widget. The Up Next Widget can help sales professionals perform guided actions and suggest the next steps based on sales sequences. Sequences are sets of steps that outline your sales process, like sending emails, making calls, or... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

How to use images in outgoing emails In general, there are 3 ways to embed images in your emails: Inline embedded CID images Embed an image using CID (Content-ID) in the HTML of the body, while attaching it to mail message (as Linked Resource). Cons: […] The post Support Images in Outgoing Emails in D365FO appeared first on Docentric AX.  ( 41 min )

Power Automate for desktop comes with new additions in 2023 July’s release, including the introduction of Office 365 Outlook actions, new actions for the scripting and work queues modules, a new tool to inspect and handle UI elements and a troubleshooter with certain diagnostics.  ( 9 min )

According to Gartner®, the top consumer goods technology trends in 2023 focus on customers, technology, and sustainability. Learn more. The post Deciphering consumer desires: Elevating customer journeys in retail CPG appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

There is a joke I’ve heard that goes something like this. What is the most widely used ERP (Enterprise Resource Planning) System? The answer: Microsoft Excel. By and large, the many forms in Microsoft Dynamics 365 for Finance and Operations allow the system to work with data in many ways. However, there are some scenarios,... Continue Reading → The post Export Data To Excel In D365 appeared first on Dynamics 365 Musings.  ( 11 min )

Miyu Takai from Tokyo, Japan, began her career with zero IT experience and is now in a technical specialist role that she never imagined possible for herself, thanks to the Power Platform and the power of AI. Miyu leveraged her existing Excel skills and used the GPT-powered Power Apps Ideas capabilities to easily generate Power Fx formulas and wire together logic for her Power Apps solutions.  ( 10 min )

Many times, during multi legal entity implementation we come across requirement where customer would like to maintain the cross company shared data which will help them to maintain the integrity and consistency across all the legal entities. In Microsoft dynamics 365 cross company data sharing helps us to achieve this requirement, it allows us: -Create […]  ( 9 min )

Many times, during multi legal entity implementation we come across requirement where customer would like to maintain the cross company shared data which will help them to maintain the integrity and consistency across all the legal entities. In Microsoft dynamics 365 cross company data sharing helps us to achieve this requirement, it allows us: -Create […]  ( 9 min )

Hey guys! Did you know that there is a hack how to skip next in an extended X++ method, wrapped using CoC (Chain of Command), which is NOT decorated with the Replaceable attribute? This hack works also inside a transaction (ttslevel > 0) 😀 WARNING: […] The post How to skip next in CoC of a method in X++ appeared first on Docentric AX.  ( 39 min )

How String.Split() works in C# Check the Microsoft documentation on String.Split() >> The optional parameter of type StringSplitOptions allows you to specify options such as whether to omit empty substrings from the returned array or trim whitespace from substrings. This enumeration supports a bitwise combination […] The post Improved strSplit() method in X++ appeared first on Docentric AX.  ( 44 min )

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D365 Finance & Operations: Build Automation Using Azure Pipeline and Microsoft Hosted Agent This blog will help guide you in automating the build release using Azure Pipeline and Microsoft-hosted agents. Normally, to create a build release, you would setup a cloud-hosted Build environment in Lifecycle Services (LCS). This is a Virtual Machine in Azure that costs money depending on the size of the machine and time usage. There... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )

Hoy vengo con un post sobre Dynamics 365 F&O, pero con el foco principal en la seguridad, concretamente en Microsoft Sentinel. Hace unos días se anunció que se había publicado una solución de Microsoft Sentinel para F&O que actualmente está en preview. ¡Vamos a aprender un poco sobre ella! A veces pasamos por alto los… Continue Reading Microsoft Sentinel para Dynamics 365 F&O  ( 18 min )

Microsoft recently introduced Dynamics 365 Copilot, the world's first AI copilot integrated into customer relationship management (CRM) and enterprise resource planning (ERP) applications in the cloud, that is designed to augment workflows, uncover insights, identify the next best actions, and reduce time spent on administrative tasks. The post AIM for the future with Microsoft: Future-proof your business in the cloud appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Copilot assists employees wherever they are working, surfacing valuable business data and delivering business insights so they can focus on the most meaningful parts of their jobs. And with this momentum in AI, there has never been a better time for our customers to move to the cloud. The post Reshaping the future of business with Microsoft Sales Copilot, Dynamics 365 Customer Insights, and a new cloud migration program appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

On July 18, 2023, we published the 2023 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform, a compilation of new capabilities planned to be released between October 2023 and March 2024. The post 2023 release wave 2 plans for Microsoft Dynamics 365 and Power Platform now available appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Adapting to evolving customer expectations: staying ahead in the new marketing landscape Customer experience has significantly transformed in recent years, moving away from linear buying journeys and one-size-fits-all approaches. Nowadays, customers expect digitally enabled, hyper-personalized experiences. To stay competitive, organizations must embrace a customer-first approach, bridging departmental gaps to deliver cohesive experiences. By harnessing the The post Transition to real-time marketing and transform your Customer Experience appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

As a seller, you know you need to focus on building relationships with your customers and getting the details you need to close the deal. The challenge is that like most sellers, you spend less than 30% of your time selling. The post Improve sales productivity and close more deals with Microsoft Sales Copilot appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

What is KingswaySoft KingswaySoft is a well-known integration solution provider that specializes in data integration and migration tools for Microsoft Dynamics 365 and other platforms. When it comes to Dynamics 365 Finance and Operations (formerly known as Dynamics AX), KingswaySoft offers a set of connectors and tools to facilitate data integration and data management tasks. […] The post Data migration with KingwaySoft & Dynamics 365 Finance & Operations appeared first on Parag Chapre.  ( 9 min )

In this post, I will give a quick walkthrough of accessing free dev environment with Visual Studio, SSMS and URL. This can be used for training/development purpose. Click this link using Microsoft Learn account. If the browser is already signed … Continue reading →  ( 13 min )

Today, Microsoft released the new plans for 2023 release wave 2. These plans will tell you about the short-term investments to be released by Microsoft for Dynamics 365 and the Power Platform. Microsoft is releasing these plans twice a year to indicate what they are working on. In this post, you will find the links […] The post Dynamics 365 & Power Platform – 2023 release wave 1 plans appeared first on Dynamicspedia.  ( 15 min )

There is a resolution to Advance Production order via handheld - Production Parameters issue, where Starting the production order from hand held device does not consider latest parameters. This is due to the cache and after AOS restart it will pick up new parameters, however, if you need to change those parameters frequently then obviously AOS restart will not suite you. Flush the cache: [ExtensionOf(classStr(WHSPostProdJournal))] final class NXRWHSPostProdJournal_Extension {     public static void prodStartUp(         ProdId                _prodId,         Qty                    _qty,         WHSUserId            _whsUserId,         BOMAutoConsump        _bomAutoConsump,         WHSWorkExecuteMode  _workExecuteMode)     {         xSysLastValue::FlushCaches();         next prodStartUp(_pr…  ( 2 min )

Resource Requirements in Dynamics 365 Project Operations The Resource Requirement functionality in Dynamics 365 Project Operations is great for streamlining your organization’s resource management process. It lets a Project Manager define what kind of team member they need for a project without having to decide exactly who will fill that need. In the early stages of planning a project, Project Managers often... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Choosing the right version control for D365FO customizations and development makes the life of any team easier. In this session, our expert Klemen Novak, CTO at Docentric, discusses how Git compares to TFVC, branching capabilities and strategies, and demonstrates in action how to use Git […] The post Multiple Projects on D365FO Onebox Using Git appeared first on Docentric AX.  ( 37 min )

Dynamics 365 integration projects can be diffcult. In this multipart series of blog posts, we are going to discuss on how to connect the NodeJS application to Microsoft Dynamics 365 application. Problem Statement IMPULZ team was doing a master data and sales integration between the third-party cloud POS solution and the Microsoft Dynamics 365 Finance […] The post NodeJS + Dynamics 365 Finance and Supply Chain – A great combo? appeared first on Impulz Technologies LLC.  ( 8 min )

Consignment inventory is inventory that’s owned by a vendor but stored at your site. When you’re ready to consume or use the inventory, you take over the ownership of the inventory. This topic includes information about how to physically receive vendor-owned inventory on-hand without creating general ledger transactions, how to start a production process where […]  ( 9 min )

Consignment inventory is inventory that’s owned by a vendor but stored at your site. When you’re ready to consume or use the inventory, you take over the ownership of the inventory. This topic includes information about how to physically receive vendor-owned inventory on-hand without creating general ledger transactions, how to start a production process where […]  ( 9 min )

In my previous post , the document upload was done by reading the file name and proceeding with upload. Here, I will give a walkthrough of uploading the attachment by scanning the contents in the file through AI builder and … Continue reading →  ( 13 min )

Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. You can find the May 2023 updates here. We thank our community and users for the active engagement on the journey to modernize Power Apps. This blog outlines the modernization updates we…  ( 7 min )

How to Run a Trial Balance and Aged Reports in Dynamics 365 Business Central In Dynamics 365 Business Central, we can check the AR and AP subledger accounts by using a report called Aged Accounts Receivable/Payable. This report shows the open transactions that currently have not been paid within the system. Similarly, we can also print the Trial Balance, which helps us to get the total for each GL... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

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Dynamics 365 Field Service Mobile is a robust and scalable mobile application created for your frontline workers. With the capabilities of Microsoft Power Platform and Dataverse, you can customize and configure the mobile application to meet your unique business needs. In this post, we'll explore the most important things you can do—and not do—to create the best possible experience for your frontline workers when you implement Field Service Mobile. The post Top 5 “dos and don’ts” when you implement Dynamics 365 Field Service Mobile appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Dynamics 365 Business Central for the Manufacturing Industry Manufacturing companies can take advantage of the advanced planning and scheduling functionality within Microsoft Dynamics 365 Business Central to run their businesses better. These features include up to 50 level deep Bill of Materials (BOM) per part, Routings that can be scheduled serial or parallel, and versioning in both the Bill of Materials and the... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

We are thrilled to announce the general availability of Collaboration spaces in Viva Sales, transforming the way sales teams collaborate The post Purpose built Collaboration spaces in Viva Sales appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

Following up on my previous post about deploying a local VHD of D365FO, I wanted to show how you can then update your environment when Microsoft releases newer versions. The first step is to download the update deployable package from LCS by navigating to the Shared Asset Library: Then navigating to the ‘Software Deployable Package’: […] The post Apply Environment Update to D365FO via Command Line appeared first on Alex Meyer.  ( 14 min )

Join Lori Lamkin and Nathalie D'Hers as they take you on an extraordinary journey through the development, deployment, and continuous improvement of Microsoft Viva Sales. In this exclusive Q&A session, they will share insights, experiences, and the remarkable story of Microsoft's journey in unlocking the full potential of Viva Sales. The post The power of AI in Viva Sales: Insights from Lori Lamkin and Nathalie D’Hers appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Hay una característica interesante en Dynamics 365 F&O que nos permite mandar notificaciones cuando se cambian, crean o eliminan datos: el framework de alertas. En este post, veremos cómo enviar las alertas como Business events, y enviar emails notificando a los usuarios usando un flujo de Power Automate. Cuando casi había terminado de escribir el… Continue Reading Alerta de F&O en Power Automate  ( 15 min )

COMING SOON… The post Print Management for the Curious appeared first on Docentric AX.  ( 37 min )

Recently I had chance to speak at  #D365UGIndia Community! on Landed cost impact on financial and inventory valuation. I am thank full to the organizers and all the attendees who attended the session Live. If you have missed than ,here is the recording of the same: Landed Cost Accounting: Landed cost accounting allows you to accurately […]  ( 9 min )

Recently I had chance to speak at  #D365UGIndia Community! on Landed cost impact on financial and inventory valuation. I am thank full to the organizers and all the attendees who attended the session Live. If you have missed than ,here is the recording of the same: Landed Cost Accounting: Landed cost accounting allows you to accurately […]  ( 9 min )

Power Platform with Dynamics 365 Finance & Operations The Microsoft Power Platform can be integrated with Dynamics 365 Finance & Operations to allow you to automate processes, build solutions, and analyze data. This blog will show you how to create, share and manage your apps, dashboards, flows and more while understanding the building blocks and how you can best use the Power Platform... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 14 min )

During the BUILD’23, we announced IP Firewall Public preview for Dataverse. We are pleased to announce that the Global rollout of IP Firewall public preview is completed and is available to all our customers across all the Geos starting July 7th, 2023. By using the IP firewall feature, you can apply the right access controls…  ( 7 min )

Finance teams’ roles have evolved—and expanded—into new realms. As economic pressures demand everyone deliver more with fewer resources, finance professionals’ plates are increasingly crowded with analysis, strategy, even supplier relationships—plus all the traditional finance processes they’ve long been responsible for.  The post 5 ways accounts payable automation drives digital transformation appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share for…  ( 11 min )

There are two main ways to deploy D365FO for development and testing purposes, the more streamlined way is to deploy a preconfigured environment via LCS. While this is extremely straightforward it does incur Azure costs as the resources (virtual machine, networking, storage, etc) are deployed within your Azure instance. The other option is to deploy […] The post Step by Step Guide to Deploy a Local VHD of D365FO appeared first on Alex Meyer.  ( 17 min )

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[German language podcast] Im neuesten Microsoft BizApps Podcast sprechen wir mit Steffen Behnke, dem Head of IT bei der Firma … Continue reading →  ( 9 min )

Microsoft Dynamics 365 Commerce - Component Overview "> Microsoft Dynamics 365 Commerce - Component Overview

We are excited to announce the general availability of a set of new features and capabilities that will enhance the efficiency of the prospect-to-cash integration between Dynamics 365 Sales and Dynamics 365 Supply Chain Management. These additions to the prospect-to-cash integration aim to improve efficiency and cover several new features in Dynamics 365 Supply Chain Management 10.0.34, as well as a new Dual-write Supply Chain solution version 2.3.4.203. The post Boosting Productivity: Unleashing the Power of Dynamics 365 for Prospect-to-Cash Efficiency appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Shared Device Mode (SDM) is now supported in General Availability for Power Apps Mobile App on Android devices.  ( 6 min )

For DOCENTRIC, it’s a great privilege 🙏 to appear in TOP Slovenian magazine Finance. This is a big recognition for us as a company who’s started growing from a really small piece of software, while today we see it more as a valuable opportunity for […] The post Docentric story in Finance magazine: “Uspeli kot partnerji Microsofta” appeared first on Docentric AX.  ( 38 min )

How to Navigate Through the Dynamics 365 Finance & Operations Interface This blog will help you navigate through the Dynamics 365 Finance and Operations (D365 F&O) interface while providing some tips and tricks to ease your initial training when using the system. Note: Even though most customers, commentators, and consultants still call it Dynamics 365 Finance & Operations or D365FO, Microsoft now technically licenses it as Dynamics... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 12 min )

An answer to the question: How do I get started with AI in AL and Visual Studio Code? The post Get started with developing generative AI features for Dynamics 365 Business Central  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Microsoft is delighted to announce that the new Dynamics 365 Community is now live, marking a significant milestone in our journey of empowering users, fostering collaboration, and driving innovation.  The post Introducing the New Dynamics 365 Community – A Catalyst for Collaboration and Innovation  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Data grows over time and it is a good idea to archive it for the effective performance of the system. Latest feature in D365FO has the ‘Archive Set up’ solution which is simple to configure . This set up moves … Continue reading →  ( 13 min )

How to Deploy a Tier 2+ Environment in Dynamics 365 Finance & Operations Deployment of Dynamics 365 Finance & Operations cloud environment is self-service through Lifecycle Services (LCS). You can control when you need to deploy the environment and verify when it is already deployed. There is no remote desktop access to Tier 2+ environments but all operations that you need are available as self-service actions under the... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Today we are launching Release Channels for model-driven apps in public and sovereign clouds. Release channels provide more choice for adopting new features in model driven apps and Dynamics 365 apps.  Rather than only being able to receive updates twice a year during the wave releases, you can choose some or all users to receive more frequent updates through monthly channel.  ( 7 min )

If you are looking for a concise and simple explanation of Print management, this article may be just what you need. This is the first of two articles explaining some of the most common and some useful print management features. Those of you who want […] The post Print Management in Simple Words appeared first on Docentric AX.  ( 43 min )

Low value parts such as bolts, screws, gaskets, clamps, and other fasteners, as well as small electric parts, are rarely retrieved from the main warehouse in the precise quantities by production order. Instead, they are stored in surplus at the workbenches, typically organized in boxes of various sizes. The usage of […] The post Consumable “Kanban” parts in D365 Warehouse management appeared first on ER-Consult.  ( 8 min )

[German language podcast] Im neuesten Podcast sprechen wir mir Maik Schulz, dem Leiter im IT Bereich für Application & Business … Continue reading →  ( 9 min )

We are honored to be named a leader in The Forrester Wave™ Low-Code Development Platforms for Professional Developers Q2 2023. The Forrester report acknowledges Microsoft’s “best-in-class features for AI development”, track record of innovation, and unique approach to unifying across professional and citizen development as key advantages, saying, “the vision for the platform as the…  ( 7 min )

Since June 19, the new Microsoft Dynamics community platform is live. It has a new look, but it is also now built on another platform. A huge effort was done to build the new site and convert the history and all accounts. Unfortunately, some users, including me experience some login issues. In this post, you […] The post Experiencing the new Microsoft Dynamics community site appeared first on Dynamicspedia.  ( 12 min )

One of the common asks I hear from customers is the need to handle revenue recognition differently for different phases of a project. An example of this is “Contoso Electronics is working on a NextGen EV Electronics Design and Prototype build project for one of its customers. This is a fixed price contract/project that has … Continue reading Multiple revenue recognition options/rules under one project in Dynamics 365 Project Operations Non-stocked/resource deployment  ( 18 min )

We are excited to introduce support for Copilot in Dynamics 365 Customer Service across multiple geographic regions, or cross-geo support. The post Take Customer Service to new heights with cross-geo support for Copilot appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Financial dimension names lookup to exclude system-generated financial dimension names:     ///     /// Look up to filter system generated financial dimension names     ///     ///     ///     [FormControlEventHandler(formControlStr(HRMParameters, VKAPDPayrollSystem_VKADPCostCentreDim), FormControlEventType::Lookup)]     public static void VKAPDPayrollSystem_VKADPCostCentreDim_OnLookup(FormControl sender, FormControlEventArgs e)     {         FormReferenceControl    formControl = sender as FormReferenceControl;         SysReferenceTableLookup sysReferenceTableLookup = SysReferenceTableLookup::newParameters(tablenum(DimensionAttribute), formControl);         Query                   query = new Query();         Query…  ( 1 min )

Busy sales account managers prioritize their activities by mining information from their accounts. But manually making sense of all that unstructured data is tedious and can lead to erroneous assumptions. They can end up focusing on the wrong activities, which results in a lower impact on business outcomes. The post Account-based seller insights improve sales account manager effectiveness  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Auditing Requirements After an ERP Implementation or Conversion The basic premise of an ERP system audit is to ensure that the data converted matches the previous system’s data at cut off. It’s also to document any changes made, system wise and security wise. I’ve been involved with all aspects of ERP implementations for the past 20 years. This article is based on my... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

In a previous article, I had shown how to add a cascade delete in Dynamics 365 finance and operations. In this article, I will show you how to add a restricted delete action in dynamics 365 Finance and Operations. When a Delete Action comes into the picture? Normally delete actions come into the picture when a user is trying to delete a database record. Delete actions are used to maintain the data integrity and consistency of the database. At the time of development, a developer must take care of the delete actions to implement in the project. In Dynamics 365 Finance and Operations (D365 FO), the delete action refers to the deletion of a record from a table in the database. When a record is deleted, it is permanently removed from the system and cannot be recovered. Therefore, it is importa…  ( 39 min )

This is the next part of data template series, you can find Part-1 Here. In the previous video, I discussed default templates and the approach for exporting and importing data from one environment to another using data management. In this video, I will delve into the topic of creating custom templates and provide insights on […]  ( 9 min )

This is the next part of data template series, you can find Part-1 Here. In the previous video, I discussed default templates and the approach for exporting and importing data from one environment to another using data management. In this video, I will delve into the topic of creating custom templates and provide insights on […]  ( 9 min )

You can customize data models using data within Dynamics or external data to view metrics tailored to your needs. The post Customize data models to view your organization’s unique metrics  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

The use cases for Copilot in customer experience (CX) are endless. Let’s delve into how these copilot features came to be and highlight our generative AI roadmap moving forward. The post Copilot in Dynamics 365 Marketing revolutionizes marketing with query assist and content ideas appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

We are excited to announce direct access to Dataverse actions in Power Fx formulas as Preview feature (default on.) As a part of the Power Fx language, authors can now directly invoke a Dataverse action within a formula. A new Power Fx ‘Environment’ language object that authors can add to their app enables access to…  ( 6 min )

Power Automate for desktop comes with new additions in 2023 June’s release, including the introduction of work queue actions in preview and OneDrive for Business actions.  ( 8 min )

Customize the Profile Page in Microsoft Power Pages Microsoft Power Pages provides customers the ability to edit their Dataverse contact information with the profile page on the customer service portal. There are cases when the out-of-the-box (OOB) version of the profile page does not meet the company’s business requirements. Power Pages administrators may modify this form to meet these requirements, but not necessarily... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

Microsoft Power Platform admins can monitor certain types of security vulnerabilities using the static analysis tools and reports provided in the platform. Having an early and more holistic threat detection and the ability to apply preventative guardrails is crucial to enable frictionless productivity while minimizing cyber risk.  ( 8 min )

Microsoft Power Platform admins can monitor certain types of security vulnerabilities using the static analysis tools and reports provided in the platform. Having an early and more holistic threat detection and the ability to apply preventative guardrails is crucial to enable frictionless productivity while minimizing cyber risk.  ( 8 min )

Of all the questions that customers have, one of the most common is how Microsoft continually delivers new AI innovations at a rapid pace. If you are still running systems on-premises, it starts with application modernization in the cloud. The post Dynamics 365 application modernization on Azure: Envisioning the future appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Instead of manually typing in data, users can upload a file, then read a file in D365. I will show you how to use helper classes to do both of these things. This is especially helpful when you have many records to bring in. There are several other ways that data can be brought into... Continue Reading → The post How To Read A File In D365 appeared first on Dynamics 365 Musings.  ( 16 min )

When working with workflow in Microsoft Dynamics 365 Finance and Operations, the users should have proper permissions to be able to not only approve but also submit documents to the workflow. There is no easy guidance on which roles, duties, or privileges to use to ensure having the correct permissions. In case you build up […] The post Workflow security in Dynamics 365 Finance and Operations appeared first on Dynamicspedia.  ( 15 min )

In this upcoming video, I will be addressing two specific scenarios where systems generate additional vouchers/transactions for vendor and customer transactions with the type “Settlement.” It’s important to note that these additional transactions are not generated for every transaction, but only in certain specific scenarios. Stay tuned as I dive into the details and provide […]  ( 8 min )

In this upcoming video, I will be addressing two specific scenarios where systems generate additional vouchers/transactions for vendor and customer transactions with the type “Settlement.” It’s important to note that these additional transactions are not generated for every transaction, but only in certain specific scenarios. Stay tuned as I dive into the details and provide […]  ( 8 min )

Now when storage capacity report is available you may want to clean up some data. One of the top one’s to grow out of control is document attachment history. You have standard batch job for the clean up, but if… Continue reading →  ( 10 min )

https://learn.microsoft.com/en-us/power-apps/maker/canvas-apps/add-ai-copilot  ( 11 min )

Visit the post for more.  ( 9 min )

Dynamics 365 CRM: Workflows vs Power Automate vs Plugins vs JavaScript vs Business Rules When you want to automate some business activity in a Dynamics 365 CRM application like Dynamics 365 Sales or Field Service, you have 5 different options: Workflows, Power Automate Flows, Plugins, JavaScript, and Business Rules. Each approach has pros and cons. At Encore, we have used all 5 of these methods of customization and configuration... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

Dear Readers, After 10 years, this blog has finally reached the end of the line. It has been great for me to share what I know about Dynamics 365 Finance and Operations and see how the audienc...(read more)  ( 13 min )

Dear Readers, After 10 years, this blog has finally reached the end of the line. It has been great for me to share what I know about Dynamics 365 Finance and Operations and see how the audience and community around the product has grown. I would like to send a BIG thank you to you, […]  ( 24 min )

Introducing the newest version of the Power Automate iOS mobile app.  ( 8 min )

[German language podcast] In der neuesten Ausgabe des Microsoft BizApps Podcasts sprechen wir Peter Linke, dem Vorstand und Gründer der … Continue reading →  ( 9 min )

Automating and Improving Business Processes When You Move to Dynamics 365 Finance & Operations When a user migrates from Dynamics AX to Dynamics 365 Finance & Operations, they may wonder if any of their regular business processes should be changed. Some manual processes may benefit from becoming automated, and some may need to be redesigned to become more efficient. An important distinction to begin with is the difference between... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 11 min )

Welcome to a new era in enterprise resource planning (ERP) systems. As businesses around the world embrace the power of AI to streamline operations, speed time to actionable insight, and drive innovation, a game-changer is taking center stage: generative AI. The post Introducing next-generation AI and Microsoft Dynamics 365 Copilot capabilities for ERP appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

This episode is sponsored by Esker . Integration a third-party solution with Dynamics 365 F&O remains a real challenge, and an ISV's architectural choices can make a bit difference for ERP customers weighing their options, especially as they plan... Read the full text.  ( 13 min )

We are happy to announce our new updates to our experimental enhanced component properties. As part of our effort to finalize this feature and make it ready for public preview, we’d like to solicit your feedback on these updates and the overall properties features. Improved UX and clearer concepts One of the main goals of…  ( 6 min )

Recently I faced an issue when trying to restore a bak file . Though the option ‘Overwrite the existing database (with Replace)’ was selected during restore process, error was not resolved. Instead of executing the ‘Restore’ from database level, I … Continue reading →  ( 13 min )

Dynamics 365 has made this vendor onboarding process even easier with Wave 1 2023 by introducing Tenant Switcher for Field Service Mobile. The post Guest Access with Field Service Mobile: Introducing Tenant Switcher for Field Service Mobile appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

Project Operations in Dynamics 365 | Which Version to Deploy? (Video) There are three different types of deployment for Project Operations in Dynamics 365. The right one for your company depends on your industry, your specific needs, and the other technologies you need Project Operations to connect with. Watch the video below to learn more about Dynamics 365 Project Operations:  Transcript below: Hello, my name... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 11 min )

Today we are excited to announce the private preview of the Microsoft Purview integration with Microsoft Dataverse. Microsoft Purview Data Map will enable automated data discovery and sensitive data classification.  ( 6 min )

We are excited to announce the General Availability for Power Platform Customer-managed key (CMK)! Microsoft Power Platform empowers you to do more with less by making it easier than ever to securely scale low-code adoption, increase organizational collaboration, and infuse AI and automation into all your business processes. Microsoft Power Platform comes with advanced risk and compliance…  ( 7 min )

Usage We can use pack-unpack methods in RunBaseBatch classes and all its descendants to save and/or store the state of an object, and then later re-instantiate the same object. We need it, for example, to use the user's input for any batch job: some parameters can be used when a batch job is executed on the server.  Documentation Microsoft doc article is here. Quote: "A reinstantiated object is not the same object as the one that was saved. It is just an object of the same class whose members contain the same information."  You need to teleport your objects without a fly or other bugs. Case examples Basics Basic example of such a class is Tutorial_RunbaseBatch. TransDate transDate; CustAccount custAccount; #define.CurrentVersion(1) #localmacro.CurrentList …  ( 9 min )

What is Power BI Desktop? Power BI Desktop is a powerful business intelligence tool developed by Microsoft. It is part of the Power BI suite, which includes other components like Power BI Service (cloud-based service) and Power BI Mobile (mobile app). Power BI Desktop allows users to create interactive visualizations, reports, and dashboards from various data sources. With Power BI Desktop, you can connect to a wide range of data sources such as databases, Excel files, CSV files, SharePoint lists, cloud services, and more. It provides a user-friendly interface for data transformation and modeling, allowing you to shape and clean your data before analysis. You can apply various transformations, such as filtering, merging, appending, and creating calculated columns. Power BI Desktop offe…  ( 32 min )

Data templates in Dynamics 365 Finance and Operations can be a highly valuable tool for effectively managing configuration migration between environments or legal entities. When there is a need to transfer configuration from our primary Gold environment to another environment, ensuring consistency throughout the process can be challenging. However, this is where data templates come […]  ( 8 min )

Data templates in Dynamics 365 Finance and Operations can be a highly valuable tool for effectively managing configuration migration between environments or legal entities. When there is a need to transfer configuration from our primary Gold environment to another environment, ensuring consistency throughout the process can be challenging. However, this is where data templates come […]  ( 8 min )

‘Offline-first’ with the Dynamics 365 Field Service Mobile application offers many advantages for frontline workers. The offline-enabled application will allow frontline workers to perform functions while they are in the field, without depending on an internet connection. This keeps them productive even in environments without high quality network coverage, which can be a common problem in rural locations or even remote urban areas where network coverage is poor. In this blog post we will share details on recent enhancements to the Dynamics 365 ‘Offline-first’ as well as some new capabilities to help your organization debug customizations with the offline application. Let’s go! Wave 1 2023 enhancements With the release of Wave 1 2023, frontline workers will have a faster sync experience an…  ( 15 min )

The offline-enabled application will allow frontline workers to perform functions while they are in the field, without depending on an internet connection. This keeps them productive even in environments without high quality network coverage, which can be a common problem in rural locations or even remote urban areas where network coverage is poor. The post Fire up your mobile field service game: offline enhancements for a seamless user experience appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

In this blog , let us have a walkthrough of uploading the attachments to FO using PowerAutomate. This approach can be used in logic apps also. In my instance, the files uploaded in one drive are read and imported to … Continue reading →  ( 12 min )

In this week's Microsoft Dynamics Partner News Roundup: Repay integrates AP functionality into Microsoft Dynamics 365 Business Central Insight Works announces MxAPS 4.7 for Dynamics 365 Business Central: Advanced scheduling 365WineTrade and Solver... Read the full text.  ( 13 min )

Customer service agents in a digital contact center interact with multiple customers daily through live chat, phone calls, and social media channels. During customer interactions, often they find themselves searching for relevant information on various screens or other systems, resulting in increased wait time for the end customer. Also, they want to quickly capture or update the information about their conversation, in real time without having to create or link a case to a conversation. Recent enhancements to the Active Conversation form allow agents to access and edit relevant information without any screen switching.   Now, agents have all the relevant information at their fingertips, so that they spend less time looking for information on different screens or systems and help customers…  ( 15 min )

Organizations in different industries need to visualize their customer interactions in different ways. With customized columns in the conversation table, organizations can enable agents to quickly summarize the purpose of the interaction, and they can associate conversations with leads. The ability to customize the conversation table improves agent productivity and creates positive customer outcomes.   Improve agent productivity and CSAT with conversation table customization  When agents converse with customers, the Active Conversation form helps capture the details of the interaction. And consequently, supervisors and other agents can easily understand it.  Ana is a customer service agent at Contoso who works tirelessly, juggling multiple customer problems over chat throughout the day. Af…  ( 15 min )

Recent enhancements to the Active Conversation form allow agents to access and edit relevant information without any screen switching. The post Customize and access the improved Active Conversation form  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

With custom columns in the conversation table, organizations can enable agents to quickly summarize interactions and associate conversations with leads. The post Customize the conversation table for your business needs  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

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We are excited to announce the public preview of an easier than ever import from Excel experience. You can now upload your Excel files and turn them into full functional Dataverse tables as well as responsive canvas apps in a one-stop experience. Moreover, when Copilot is enabled, it will assist with your table creation by…  ( 7 min )

D365FO Table Browser is a utility form that shows the records from a D365FO table or view specified as the URL parameter. Since this form contains a regular grid showing the opened table records, users can search, filter and sort the data, export to Excel, […] The post Improved D365FO Table Browser appeared first on Docentric AX.  ( 39 min )

Support agents often have to manage complex and lengthy conversations and cases. These require a lot of time and attention to understand and resolve. Wouldn’t it be great if there was a way to quickly get the gist of what’s going on without having to read through every single message or all the information linked to a case?  Now agents can use Copilot to ramp up fast. Copilot summarization automatically generates concise and informative summaries of conversations and cases in simple, intuitive natural language. Agents can read these summaries in seconds and get up to speed on the most important details.  Conversation summarization Conversation summarization is available for any digital messaging or voice conversation that involves a virtual agent handoff to live support, an agent consult, …  ( 15 min )

Hello to the Project Service Automation (PSA) Community! Back in November 2022 we announced the availability of the second phase of Project Service Automation to Project Operations upgrade, making it possible to upgrade projects with up to 500 tasks.  If all projects in your environment contain 500 tasks or less, we strongly encourage you to start your upgrade process as soon as possible so you can take advantage of many new Project Operations features such as:  Integration with Project for the Web with many new advanced scheduling features Project Budgeting and Time-phased forecasting   Date Effective price overrides  Revision and Activation on Quotes    Material usage recording in projects and tasks  Subcontract Management  Advances and Retained-based contracts  Contract not-to-exceed  Task based billing  Multi-customer contracts  Learn more Curious to know details about the upgrade process? Please check this link and learn more about it!    Want to learn more about Project Operations? Check this link and navigate to our detailed documentation!  Want to try Project Operations? Click here and sign up for a 30 days trial!  Thank you The Microsoft Project Operations Product Team  The post Upgrade Project Service Automation to Project Operations appeared first on Microsoft Dynamics 365 Blog.  ( 14 min )

Copilot summarization automatically generates concise and informative summaries of conversations and cases in simple, intuitive natural language. The post Accelerate support ramp-ups, handoffs, and wrap-ups with Copilot summarization  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Back in November 2022 we announced the availability of the second phase of Project Service Automation to Project Operations upgrade, making it possible to upgrade projects with up to 500 tasks.  The post Upgrade Project Service Automation to Project Operations appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

7 Supply Chain Disruptions Solved by PLM-ERP Integration for Manufacturers This blog originally appeared here on To-Increase’s blog page.  As a manufacturing business, you could be utilizing PLM and ERP systems to manage and control different processes related to the engineering, designing, and transactions of your products. With both systems handling critical product data, not having them talk to each other puts you at risk... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

Today, we are announcing the Public Preview of the new enterprise application templates for Power Platform — a family of end-to-end solutions that simplify and automate core business processes for a range of common departmental use cases.  ( 8 min )

We are excited to announce that several key delegation improvements will roll out this month that should improve your app’s performance and correctness and significantly reduce formula authoring confusion. Today, when you author a Power Fx query expression to get data, for instance a Filter, Power Apps will show a double blue underline to indicate…  ( 6 min )

In Resource Scheduling Optimization, dispatchers can lock existing scheduled bookings to Resource, Time or Time Range, or Resource and Time based on their scheduling scenarios. What are locked options and why are they needed? Once a booking is created, a lock can be set on the Scheduling Lock Options field in the Resource Scheduling Optimization tab of the Bookable Resource Booking record. There are 4 options: Lock to ‘Time Range’. A repair work order is scheduled for tomorrow and a confirmation sent to customer stating that a technician will be arriving between 9am to 12pm in the morning. In case if this repair work order needed to be rescheduled as part of rescheduling or re-optimization process, RSO will need to make sure estimated arrival time for this booking still between 9am to 12pm…  ( 15 min )

In today’s competitive business landscape, maximizing the value sellers derive from sales tools is paramount. One key aspect of achieving this is the ability for customers to customize Viva Sales forms, enabling them to have the right business information at the right time. This blog post explores how the latest Viva Sales update empowers administrators to add relevant out-of-the-box or custom entities to enhance the Viva Sales experience, so sellers can reduce context switching across applications and instead focus on building stronger relationships with their customers to close deals faster.  We have integrated Viva Sales settings with the underlying CRM app, offering a more cohesive admin experience. When adding a new entity to Viva Sales, administrators now have the option to select an…  ( 15 min )

With the improved logic for locked bookings shipped along RSO 3.4.0.8, RSO will ALWAYS include locked bookings in the new proposed schedules, and schedule other bookings around. The post Maximizing efficiency in Resource Scheduling: Prioritizing Locked Bookings appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

In today's competitive business landscape, maximizing the value sellers derive from sales tools is paramount. The post Enhancing Seller Productivity: Customize Viva Sales Forms  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Update Your Dates & Voucher Numbers With Excel in D365 Finance & Operations When using the “open lines in Excel” function in Dynamics 365 Finance & Operations, the system provides one voucher number for the entire entry, no matter if you have 10 lines or 1000 lines. That can create a problem for clients who would like to use this feature for uploading credit card transactions from their... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

We are pleased to announce the General Availability of wrap for Power Apps wizard that can turn your canvas apps into mobile apps for Android and iOS in a few simple steps! Makers can use wrap wizard to create secure, custom-branded, standalone Android and iOS enterprise native mobile apps and distribute them through the app stores or…  ( 6 min )

In Dynamics 365 Finance version 10.0.34, a new feature Delete journal performance using batch is available. This feature allows the delete process to be scheduled. This lets users to continue other work instead of waiting for the delete processing to complete. To … Continue reading →  ( 12 min )

With a growing alignment between customer service and brand loyalty, companies recognize the increasing complexity and consequence of the service relationship. Those looking to evolve service delivery have sought new tools and technologies to improve the experience for both the customer and the employee. This includes everything from omnichannel engagement to self-service, automation, and AI-enabled technologies that can assist agents in faster resolution and increase customer satisfaction. But where should they start? To answer that question, Microsoft developed a service sophistication model that helps organizations assess their current service level and get guidance on evolving to the next level or beyond. Based on the aggregated responses from the assessment since its launch, we now ha…  ( 15 min )

Introduction: In this blogpost we are going to dive into the exciting features and capabilities of  2023 release wave 1  for the Warehouse Management module. Get ready for a sneak preview of the cutting-edge features that will revolutionize the implementation experience and streamline your warehouse operations. In this release, we’re thrilled to showcase several major themes that will take your warehouse management to new heights. From label printing enhancements to a modernized user experience for setting up your warehouse, and even innovative methods for importing data while maintaining configuration, this release is packed with game-changing improvements. Let’s dive in and uncover the possibilities that lie ahead in the world of warehouse management. Warehouse groups Warehouse groups ar…  ( 19 min )

With a growing alignment between customer service and brand loyalty, companies recognize the growing complexity and consequence of the service relationship. Those looking to bridge the divide have sought new tools and technologies to help evolve service delivery for both the customer and the employee. The post A report on Global State of Customer Service Sophistication appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

In this release, we're thrilled to showcase several major themes that will take your warehouse management to new heights. From label printing enhancements to a modernized user experience for setting up your warehouse, and even innovative methods for importing data while maintaining configuration, this release is packed with game-changing improvements. The post Accelerate Warehouse management implementation with new pain-free experience appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

In the last couple articles, you learned what a data entity is, and how to create one. Now, learn how to test and use a D365 data entity to read or write data in Microsoft Dynamics 365 for Finance and Operations. Review Before showing you the steps to use a D365 Data Entity, as a... Continue Reading → The post How To Use A D365 Data Entity appeared first on Dynamics 365 Musings.  ( 15 min )

Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. We thank our community and users for the active engagement on the journey to modernize Power Apps. This blog outlines the modernization updates we rolled out or are rolling out on both…  ( 7 min )

Our latest update features a modern design that offers an intuitive and user-friendly experience. The new layout showcases the latest AI Copilot app creation flow, plus simplified “Start from” options, making it easier than ever for you to start creating apps to solve your business needs.  Key improvements to the new home page include:  A…  ( 6 min )

Microsoft Dynamics 365 Supply Chain Management offers a comprehensive Supply Risk Assessment feature that enables organizations to identify potential risks in the supply chain. By utilizing this feature, businesses can take proactive measures to prevent disruptions and maintain smooth operations. The Supply Risk Assessment workspace, in conjunction with supplier performance and risk analysis reports, empowers […]  ( 8 min )

Microsoft Dynamics 365 Supply Chain Management offers a comprehensive Supply Risk Assessment feature that enables organizations to identify potential risks in the supply chain. By utilizing this feature, businesses can take proactive measures to prevent disruptions and maintain smooth operations. The Supply Risk Assessment workspace, in conjunction with supplier performance and risk analysis reports, empowers […]  ( 8 min )

Requirement In the previous blog where we learned how to Import Tax (India GST) from Electronic Reporting. After Importing the Tax (India GST) from Electronic Reporting it is required to do the Tax setup in the Tax module of D365 Finance & O...(read more)  ( 13 min )

Users across Power Apps and Dynamics 365 apps rely on the timeline to quickly understand the history of a record, such as an account or a case. The timeline captures notes, appointments, emails, phone calls, and tasks in a single place to ensure that all customer interactions are tracked and visible over time.  We are excited to share the latest enhancements in the timeline control. Layout personalization and persistent filters to inline attachment and transcript views are designed to boost user personalization and productivity.  Personalize your timeline Pick your layout density We are introducing two different layouts to control the density of the timeline:   Roomy: The roomy layout provides more space between and inside the activity cards and shows activity-specific cards and the comman…  ( 14 min )

Layout personalization and persistent filters to inline attachment and transcript views are designed to boost user personalization and productivity. The post Boost your productivity with timeline enhancements appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

In this week's Microsoft Dynamics Partner News Roundup: Fujitsu and Microsoft announce global partnership to enable 'sustainability transformation' Bluefort launches free payment collection automation platform for Dynamics 365 Now available globally... Read the full text.  ( 13 min )

Chevron has been at the forefront of the energy industry for more than 140 years, and while there are many factors contributing to this success, it’s clear the ingenuity and creativity of its people continuously pave the way for innovation. The global company has always empowered its workforce to solve business challenges. A solid example…  ( 9 min )

Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share for Copilot, Tenant Isolation and the new device preview for makers.  ( 11 min )

Thanks to a recent upgrade of Microsoft Learn, you can now get an up-to-the-minute PDF version of release plans for Dynamics 365, Power Platform, and Cloud for Industry anytime you like, in any language we publish. Previously, you had to wait for us to create PDF files to share the release plans with your team, clients, or partners. And since we created PDFs just once a month, they were often out of sync with the published release plans. Our localized PDFs were even more tardy. Custom PDFs will be retired In the next two weeks, we’ll retire the custom PDF files we’ve been creating every month. After that, any links to PDFs on the release wave landing pages will redirect to the automated PDF option so that you have the most up-to-date information available. How to get live PDF release plans…  ( 14 min )

AI-powered experiences are changing the game of what’s possible for sellers, and generative AI with Copilot is here to assist sellers do their best work. Copilot in Viva Sales is quickly evolving and adding new features and experiences to make sellers’ lives better. The tools are there to help offload and automate those mundane sales activities, allowing a seller to spend more time with prospects and engaging customers at the right moment in the sales cycle. With email remaining a key channel in day-to-day interactions the recently announced General Availability of email features have received great feedback from salespeople helping them save time when connecting with customers. Let’s look at 5 ways Copilot in Viva Sales takes seller productivity to the next level: Use Copilot in Viva Sal…  ( 17 min )

Thanks to a recent upgrade of the Microsoft Learn platform, you can now get an up-to-the-minute PDF version of release plans for Dynamics 365, Power Platform, and Cloud for Industry on demand. The post Download live PDF release plans on demand appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

AI-powered experiences are changing the game of what’s possible for sellers, and generative AI with Copilot is here to assist sellers do their best work. The post 5 ways Copilot in Viva Sales takes seller productivity to the next level appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Dynamics GP Canadian Payroll July 2023 Tax Update A July tax update for Dynamics GP Canadian payroll users has been announced. All the details have not yet been released, but read below for the information available so far. Keep in mind that this information is subject to change, and this article will be updated as new information becomes available. Mid-Year Tax Update for... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )

Announcement I am thrilled to announce that after several years of writing blogs to share my expertise in Dynamics 365 Finance and Operations with the community, I am ready to embrace a new approach. As technology rapidly evolves, I am motivated to adapt my knowledge-sharing methods beyond the confines of traditional blogging. While it is […]  ( 9 min )

Announcement I am thrilled to announce that after several years of writing blogs to share my expertise in Dynamics 365 Finance and Operations with the community, I am ready to embrace a new approach. As technology rapidly evolves, I am motivated to adapt my knowledge-sharing methods beyond the confines of traditional blogging. While it is […]  ( 9 min )

Visit the post for more.  ( 9 min )

In an era marked by increasing interest rates, high inflation, and economic uncertainty, empowering CFOs with financial planning tools and data analytics (FP&A) has become essential. These resources aid decision-making by providing comprehensive financial analysis, forecasting, and budgeting capabilities helping organizations to consolidate and analyze financial data, and create accurate financial models. At Microsoft, we are dedicated to delivering advanced FP&A solutions that seamlessly integrate innovative new features with traditional capabilities, empowering CFOs with impactful tools tailored for the modern era. Our objective is to usher in a new generation of planning capabilities for CFOs by unifying data across business processes, delivering near real-time insights to anticipate th…  ( 16 min )

Microsoft is introducing a fully developed, customer-ready extended planning and analytics solution (xP&A). Our solution provides Microsoft Dynamics 365 Finance customers with user-friendly and rapidly deployable modern xP&A capabilities. The post Introducing extended planning and analytics for Dynamics 365 Finance appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Dynamics 365 Business Central Extensions: How to Download & Install Them There are many different Dynamics 365 Business Central extensions, also known as apps, that you can download and install to add functionality to your ERP. Follow the simple steps below to see how to download and install extensions in Business Central. Important Notes You and your Dynamics Partner should review potential extensions to determine what fits best... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )

This blog is about new feature which is available for us on budgeting module in D365 on enhancing experience on creating budget register line and populate default account structure based on Main account selected on the line. Pre-Requites: Enable feature from feature management. Now lets see how it works: Before enabling feature budget register entry: […]  ( 8 min )

This blog is about new feature which is available for us on budgeting module in D365 on enhancing experience on creating budget register line and populate default account structure based on Main account selected on the line. Pre-Requites: Enable feature from feature management. Now lets see how it works: Before enabling feature budget register entry: […]  ( 8 min )

It has been amazing to see how pipelines in Power Platform have been used over the past few months since the general availability (GA) release in March, saving companies like Lumen time and providing more accessibility to ALM. We are excited to announce that new features are now available in Pipelines! In this blog post, we’ll be going through the latest updates to the Pipelines experience and guiding you through the steps to making your deployments even more seamless than before.  ( 7 min )

In the evolving world of business applications, Microsoft Dynamics 365 has consistently played a pivotal role in empowering organizations to drive digital transformation. With a rich history of releases, each version of Dynamics 365 has brought about significant enhancements and introduced innovative features to streamline operations, improve customer engagements, and accelerate business growth. As we … Continue reading It’s Time to Increment Dynamics 365 to Version 11: A Focus on Dataverse and CoPilot Innovations  ( 11 min )

This is the part-4 of this blog series. You can read previous blogs here: Part-1, Part-2 and Part-3 Now in this blog I will talk about the next query type which is “Keyword search”. Evaluate source documents to determine whether they contain certain words. When you select this option, enter the words to look for […]  ( 9 min )

This is the part-4 of this blog series. You can read previous blogs here: Part-1, Part-2 and Part-3 Now in this blog I will talk about the next query type which is “Keyword search”. Evaluate source documents to determine whether they contain certain words. When you select this option, enter the words to look for […]  ( 9 min )

Updating existing data using Odata is not a new ask in any integration. Most of the entities which are exposed in D365FO would not have any issues during update. I`ve posted the CRUD operations for the entities here Update for … Continue reading →  ( 13 min )

This the part-3 of the Audit workbench policy configuration in Microsoft dynamics 365 finance and operations. Part-1 and Part-2 In this blog I will talk about another query type “Sampling” and how it can be used for Aduit purpose. Sampling:  Randomly select a specified percentage of the source documents to evaluate for policy violations. When […]  ( 9 min )

This the part-3 of the Audit workbench policy configuration in Microsoft dynamics 365 finance and operations. Part-1 and Part-2 In this blog I will talk about another query type “Sampling” and how it can be used for Aduit purpose. Sampling:  Randomly select a specified percentage of the source documents to evaluate for policy violations. When […]  ( 9 min )

Introduction Power BI Microsoft Power BI is a powerful and popular business intelligence and data visualization tool or suite developed by Microsoft. It enables users to transform raw data from various sources like Excel, SQL, OData, etc… into interactive and visually appealing dashboards, BI reports, and data visualizations. Power BI offers a range of features and functionalities that make it easier for individuals and organizations to analyze, explore, and share insights from their data. Tableau was considered one of the leading tools in the business intelligence world, but after introduced power BI by Microsoft, Power BI became more popular, this was due to its easiness of development and close integration with the Microsoft Office suite.  Key Components of Power BI: 1. Power BI Desktop…  ( 33 min )

This is the next part of Audit workbench module and its policies. In the previous part we discussed about “Duplicate” query type. If you have not read the previous part, you can read here: Part-1 Now in this blog we will discuss about “Aggregate” query type using the audit policies. Aggregate Query Evaluate multiple source […]  ( 9 min )

This is the next part of Audit workbench module and its policies. In the previous part we discussed about “Duplicate” query type. If you have not read the previous part, you can read here: Part-1 Now in this blog we will discuss about “Aggregate” query type using the audit policies. Aggregate Query Evaluate multiple source […]  ( 9 min )

When a Delete Action comes into the picture? Normally delete actions come into the picture when a user is trying to delete a database record. Delete actions are used to maintain the data integrity and consistency of the database. At the time of development, a developer must take care of the delete actions to implement in the project. In Dynamics 365 Finance and Operations (D365 FO), the delete action refers to the deletion of a record from a table in the database. When a record is deleted, it is permanently removed from the system and cannot be recovered. Therefore, it is important to exercise caution when performing this action and ensure that it is necessary and appropriate to do so. In D365 FO, the Deleted action can be performed using various methods, including: Using the "Delete" …  ( 34 min )

Layout personalization and persistent filters to inline attachment and transcript views are designed to boost user personalization and productivity. The post Boost your productivity with timeline enhancements appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

Business Requirement To configure the GST Setup for Indian Legal entity in new Sandbox Environment where there is blank in Tax configuration under Electronic Reporting workspace.  Note: The Tax engine functionality is only available for l...(read more)  ( 13 min )

Microsoft Annual Maintenance Renewal – FAQs In this article we will discuss the annual Microsoft maintenance and support plan and the frequently asked questions we get from our clients. 1. What is this annual maintenance & support plan we pay for each year? “Your Microsoft Dynamics Enhancement Plan service plan is what you need to stay compliant, competitive, and thrive in... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Microsoft Dynamics 365 F&O Supply Chain Management is a powerful enterprise resource planning (ERP) system that offers a range of modules to help businesses manage their operations. One of the modules available is the landed cost module, which helps businesses to calculate the total cost of a product, including all the additional costs incurred when importing goods from overseas. One of the key functions of the landed cost module is the over and under delivery tolerance function, which helps businesses to manage their costs and avoid unexpected expenses. The post Introduction to Over/Under tolerance feature during goods in transit process appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

In the Sales world, business success is often dependent upon effective communication with customers. The post Winning sales sequences: A/B testing guide appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Introduction:Microsoft Dynamics 365 F&O Supply Chain Management is a powerful enterprise resource planning (ERP) system that offers a range of modules to help businesses manage their operations. One of the modules available is the landed cost mod...(read more)  ( 12 min )

Introduction:Microsoft Dynamics 365 F&O Supply Chain Management is a powerful enterprise resource planning (ERP) system that offers a range of modules to help businesses manage their operations. O...(read more)  ( 15 min )

The blog post describes how D365FO batch framework handle errors and what kind of problems it may cause  ( 4 min )

Introduction Effective labelling processes and configuration play a crucial role in optimizing warehouse operations. There are several reasons why accurate labelling and configuration are important. Firstly, proper labelling and configuration enhance efficiency in a warehouse. When items are labelled and organized accurately, warehouse staff can quickly locate and identify products, reducing the time spent searching for items and ultimately boosting productivity. Furthermore, clear and accurate labelling also reduces the likelihood of picking or shipping errors, which can lead to improved customer satisfaction and decreased costs associated with returns and corrections. Lastly, proper labelling and configuration contribute to safety and compliance in a warehouse. By adhering to regulations…  ( 15 min )

With the preview of Copilot in Dynamics 365 Customer Service, it’s easy to bring next-generation AI to your customer support organization. Enable Copilot so your agents can start benefiting from these capabilities today:  Chat with Copilot. Agents can diagnose customer problems and find solutions with Copilot-assisted search of internal knowledge bases.  Generate live conversation responses. Built-in generative AI suggests appropriate responses faster than agents can type. Agents can handle more cases in less time regardless of how a customer reaches out for support.  Send expertly crafted emails. Agents can use predefined and custom prompts to create relevant and personalized email responses in seconds.  View the Copilot case summary. Agents can view a summary of case highlights on the de…  ( 16 min )

Effective labelling processes and configuration play a crucial role in optimizing warehouse operations. There are several reasons why accurate labelling and configuration are important, as highlighted below. The post Improve Labelling processes with new enhanced capabilities appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

With the preview of Copilot in Dynamics 365 Customer Service, it's easy to bring next-generation AI to your customer support organization. The post Transform your customer support organization with copilot AI in 30 days appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Top 9 Reasons to Stay Current on Dynamics GP Here are the top 9 reasons why it’s important to remain current on Dynamics GP. To ensure that you are current on Dynamics GP, you need to upgrade to the latest version if you are still using an old version. After upgrading to the latest version, you must keep up with at least one of... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

[German language podcast] Im Rahmen der DynamicsMinds Konferenz in Slowenien hatten wir die Möglichkeit mit Georg Glantschnig, dem Microsoft Vice … Continue reading →  ( 9 min )

In today’s blog post, we will discuss a highly significant and often overlooked feature in D365 that can provide a significant level of control for various types of documents. By leveraging audit policies, you gain the ability to evaluate expense reports, vendor invoices, and purchase orders, ensuring their compliance with policy rules that you define. […]  ( 9 min )

In today’s blog post, we will discuss a highly significant and often overlooked feature in D365 that can provide a significant level of control for various types of documents. By leveraging audit policies, you gain the ability to evaluate expense reports, vendor invoices, and purchase orders, ensuring their compliance with policy rules that you define. […]  ( 9 min )

At Microsoft Build 2023, we’re announcing new AI, low code, and data management capabilities that enable our Dynamics 365 customers to complete time-consuming tasks faster and gain more insights from their business data. We’re also introducing enhancements to Dataverse, our smart, secure, scalable, low-code data platform that 97% of Fortune 500 companies rely on. Together, these updates make it easier than ever for organizations to extend their Dynamics 365 enterprise applications and business processes across the Microsoft Cloud securely and compliantly. Unlock AI-enhanced productivity with your Dynamics 365 data Two months ago, we announced Microsoft 365 Copilot, a revolutionary new way of working that uses AI to enable users to get answers and perform tasks using natural language pr…  ( 18 min )

At Microsoft Build 2023, we're announcing new AI, low code, and data management capabilities that enable our Dynamics 365 customers to complete time-consuming tasks faster and gain more insights from their business data. The post New Dataverse enhancements and AI-powered productivity with Microsoft 365 Copilot appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Microsoft Dataverse is saving development teams time and money by accelerating data-driven application development and streamlining data insights on an enterprise-grade low code data platform you can trust.  ( 11 min )

Job to walk through all tables and fields and check where specific EDTs are used: using Microsoft.Dynamics.AX.Metadata.MetaModel; class VKTest {     Map     edtMap;     List    edtList;     str     edtListText;     str     fieldListText;     public static void main(Args _args)     {         VKTest vkTest = new VKTest();         vkTest.buildEDTList();         vkTest.tableList2();         vkTest.outputResults();         Info('Done');     }     public void outputResults()     {         Info(edtListText);         Info(fieldListText);     }     public void buildEDTList()     {         DictType    dictType = new DictType(extendedTypeNum(WeightBase));         edtList = dictType.extendedBy(true);         //Info(strFmt("EDT count: %1", edtList.elements()));         edtMap = new Map(Type…  ( 2 min )

We’re excited to share some fantastic news for Android users who use Inspection in Dynamics 365 Field Service: you can now easily select multiple pictures for upload during Inspections! This is especially useful where users are capturing photos during a work execution, and it works even in offline scenarios. Previously, only iOS could select and upload multiple photos at once, but now, Android users can do the same. This new feature is designed to speed up the Inspection process by allowing users to select multiple images at once, making it possible to upload all pictures in one go. Here’s how to use the feature: Navigate to an Inspection in Field Service Mobile, find a question that accepts files and hit “Choose file(s)” In your Android device’s file viewer, tap to highlight multiple file…  ( 15 min )

You can now easily select multiple pictures for upload during Inspections! The post Dynamics 365 Field Service Mobile: New multi-image attachment feature and tips to get the most out of Inspections appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Every year at Microsoft Build, Microsoft returns to its roots and puts developers at center stage. This year, Microsoft Power Apps is announcing a powerful set of next-generation AI capabilities and developer-focused features that improve productivity for all developers—including those who code.  ( 10 min )

This is the part-4 of this blog series where I am going to explain about the next disposition code “Return to customer”. If you have not read previous blogs, you can read here: Part-1, Part-2, Part-3 Return to customer disposition code: In this scenario item which customer wants to return is sent back to customer […]  ( 9 min )

This is the part-4 of this blog series where I am going to explain about the next disposition code “Return to customer”. If you have not read previous blogs, you can read here: Part-1, Part-2, Part-3 Return to customer disposition code: In this scenario item which customer wants to return is sent back to customer […]  ( 9 min )

Introduction   Account structures in Dynamics 365 Finance use a main account and financial dimensions to create a set of rules that determine the order and allowed values when entering account numbers in transactions. Once an account structure is defined, it must be activated. Historically, the account structure activation process has been time consuming. It was also difficult to view the activation progress or to view any errors with the new configuration. If an account structure configuration change caused an error, a user could not find the root error message on the account structure page, but rather needed to dig through batch job logs to find the error message to understand the problem with the new account structure configuration.   Feature details   In order to solve these problems, …  ( 13 min )

Introduction   Account structures in Dynamics 365 Finance use a main account and financial dimensions to create a set of rules that determine the order and allowed values when entering account numbers in transactions. Once an account structure is defined, it must be activated. Historically, the account structure activation process has been time consuming. It wasRead more The post Account structure activation performance enhancement  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

This is the Part-3 of this Disposition code for sales return order. You can view Part-1 and Part-2 Here. Now in this part I am going to talk about next disposition action which is Scrap and Replace, This disposition code allows us to give replacement to the customer against the return order. We can replace […]  ( 9 min )

This is the Part-2 of the sales return order series where we are talking about disposition codes and its impact on inventory and financials. If you have not visited Part-1, the click here to read. Now in this blog we are going to talk about Disposition Action Scrap: As per this disposition action we must […]  ( 9 min )

This is the Part-3 of this Disposition code for sales return order. You can view Part-1 and Part-2 Here. Now in this part I am going to talk about next disposition action which is Scrap and Replace, This disposition code allows us to give replacement to the customer against the return order. We can replace […]  ( 9 min )

This is the Part-2 of the sales return order series where we are talking about disposition codes and its impact on inventory and financials. If you have not visited Part-1, the click here to read. Now in this blog we are going to talk about Disposition Action Scrap: As per this disposition action we must […]  ( 9 min )

There are pre-defined datasource formats in F&O – XML, CSV, Excel etc. But there is no option of exporting the data as JSON using DIXF. Using this GitHub extension which convers xml to json, it is possible to achieve this. Download the file from github here As we are using XML as the source format … … Continue reading →  ( 12 min )

In D365F&O, if there are more than one legal entity ,there may be scenarios where both companies use the same set of data and they always need to be synchronized(CUD operations). For example, if both companies use the same list … Continue reading →  ( 14 min )

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